Posts Tagged ‘retirement planning’
Retirement! Tax-Deferred vs.Tax-Free
Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.
Read MoreValues in Action – Financial Freedom Tips
Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.
Read MoreAnnuities – What You Need To Know (Video)
Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.
Read MoreWhat is Retirement? That Depends on You.
My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.
Read MoreThe #1 Retirement Question – How Much is Enough? (VIDEO)
I often hear: “$1,000,000 is the magic number I need for retirement, right?” Not necessarily so! Here are 4 things to know to answer this question for YOU.
Read MoreMonday Morning Motivation – Containment
Are you practicing containment and self-regulation when it comes to your emotions?
Read MoreFinancial Freedom Tips (Video): Life Insurance – Term vs. Whole Life
Term vs. whole life? Many families are underinsured because they do not understand how life insurance works. Here we explain the basic differences between term and whole life.
Read MoreFinancial Freedom Tips (Video) – Parents, How Much Life Insurance Do You Need?
Do you have dependent children? Here’s what you need to know to make wise decisions when purchasing life insurance for your family.
Read MoreFinancial Freedom Tips (Video) – Qualified Charitable Distribution
A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.
Read MoreFinancial Freedom Tips (Video) – Paying Debt with a 401(k) Loan
Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.
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