Episode 71: The Final Countdown
Power Up Wealth podcast – The Final Countdown – Episode 71 transcript: James Derrick 0:00…
SFSJuly 25, 2024
The Final Countdown
The clock is ticking down to December 31, 2025. We have less than two years…
SFSApril 19, 2024
Is Your Retirement Account a Tax Bomb?
Conventional wisdom has said to put as much away as possible into tax-deferred retirement vehicles,…
SFSAugust 8, 2023
Episode 34: Who Wants to Save on Taxes?
Power Up Wealth podcast – Who Wants to Save on Taxes? – Episode 34 transcript:…
SFSJanuary 25, 2023
Who Wants to Save on Taxes?
Only one type of person complains about paying taxes, one with a heartbeat. We all…
SFSDecember 2, 2022
Social Security in 2023
The 8.7% increase in Social Security benefits could create excess money for some retirees in…
SFSDecember 2, 2022
The Power of Tax Planning
Most people have experienced the process of gathering their tax information. The software, or tax…
SFSDecember 2, 2022
Year-End Tax Planning
Harvest losses now to help your next tax returnIf you have investments that have gained…
SFSDecember 10, 2020
A Neglected Tax-Saving Strategy: Qualified Charitable Distributions
There are two types of people who complain about paying taxes, men and women. We…
SFSFebruary 13, 2020
Are You Retired and Have a 401(k)? Read This!
As financial advisors, our job is to help clients create wealth. Most people expect us…
SFSSeptember 26, 2019