A continuation on the importance of tax diversification. Tax Deferred accounts offer great benefits especially if your employer provides a match but be careful to properly plan the tax impact in retirement. Read More
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A continuation on the importance of tax diversification. Tax Deferred accounts offer great benefits especially if your employer provides a match but be careful to properly plan the tax impact in retirement. Read More
When it comes to diversification, understanding the impact of taxes on your retirement is crucial to a successful and lasting plan. Read More
Can I work and collect Social Security at the same time? Well only if you follow these rules. Read More
by Richard E. Reyes, CFP
by Richard E. Reyes, CFP
by Richard E. Reyes, CFP
10 to 15 minutes will get you moving in the right direction. Call Don Kirkendall at our office or e-mail him at insuranceman@affordableone.com. Read More
by Richard E. Reyes, CFP
Baby Boomer women have a 70% chance that become a widow before or during retirement. Its crucial that a plan be in place to make sure that the financial transition is easier to bear. Read More
by Richard E. Reyes, CFP
Here we go again. What’s going on and what you have to do now. If you have no idea what you are doing, and worse yet, your financial advisor has no idea what you are doing, CALL ME! If you have no plan, no process, or no idea – CALL ME.
TEST DRIVE OUR SERVICES Read More
by Richard E. Reyes, CFP
THE DAY YOU RETIRE AND START TAKING MONEY OUT OF A PORTFOLIO, ALL THE RULES CHANGE AND AVERAGE RETURNS DON’T MATTER. This statement goes against what most retirees think. The day you retire there is only one thing that matters and that is the order of returns. Read More