In this episode of the Retirement Halftime Show, we discuss our approach to helping clients understand losses. Whether that’s losses that are possible through risks in the market or other types, we want our clients to be educated on their unique situation before they move ahead. Next, you’ll hear Professionals discuss Asset classes and Risk …
In this episode, we discuss HSAs (Health Saving Accounts) and the pros and cons of them. Professionals on the Retirement Halftime Show then dig into how standard tax deductibles have changed in the last couple years, and what that means in terms of itemization. After that, you’ll get a peek into SEP (Simplified Employee Pension …
In this episode, we discuss some of the things we go over with our clients in order to get a better overview of them as individuals. We want to make sure we can help them accomplish the goals they have, so we’ll touch on topics like longevity planning, current and past health, etc. As the …
