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Long-Term Care Planning

Don’t Assume Your Financial Advisor Does Tax Planning [Video]

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Don’t Assume Your Financial Advisor Does Tax Planning

Work with an advisor who, in addition to your investments, will help you with Social Security, Medicare, estate planning, insurance, and long-term care…and tax planning!

Timestamps
00:00 Don’t Assume Your Financial Advisor Does Tax Planning
01:39 Work With a Financial Adviser Who Specializes in Comprehensive Retirement Planning
03:11 The Importance of Tax Planning in Building Out a Retirement Income Plan
04:05 Not All Advisors Are Allowed to Give Tax Advice
04:59 Questions to Ask a Potential Financial Advisor About Tax Planning
07:15 Do Your Homework Before Meeting with a Potential Financial Advisor
08:04 Inquire About Tax Planning Expertise of the Firm

Resources for Planning for a Less Stressful and More Financially Rewarding Retirement:
►Six Proven Retirement Income Planning Strategies Beginning at Age 62 –
https://www.youtube.com/watch?v=p9ocNDGZLIk&t=2s
► Six Stealth Taxes That Can Derail Your Retirement – https://www.youtube.com/watch?v=B1ctPhsO-ls
► How to Maximize Your Lifetime After-Tax Income With Your 401(k) – https://www.youtube.com/watch?v=o60MU7AI4Rs&t=6s
► Should You Do a Roth IRA Conversion After Age 62? – https://www.youtube.com/watch?v=g8RvYRbcSE0&t=22s
► Three Ways to Minimize Required Minimum Distributions – https://www.youtube.com/watch?v=W1Idk3EJ3h8

Other Retirement Income Planning Resources:
► Retirement Income Center – https://retirementincomecenter.com/
► Retirement Income Visions™ – https://retirementincomecenter.com/retirement-income-visions/
► Retirement Income Center Podcast on Stitcher – https://www.stitcher.com/show/retirement-income-center

Categories
Long-Term Care Planning

Estate Planning Basics in 2022 [Video]

Learn why you need an estate plan, how it works and what happens when you don’t have one.Topics:- Why would I want an estate plan?- What is an estate plan and how does it work?- What happens when I don’t have an estate plan?Speakers:- Eric Harris, Attorney- Nadia Antii, CRPC®Torrance Memorial presents Taking Care of Your Financial Health, a free interactive seminar presented by Torrance Memorial's Professional Advisory Council (PAC).Torrance Memorial's PAC is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries, and life care planning professionals dedicated to supporting Torrance Memorial Medical Center and educating the community on the benefits of charitable tax and estate planning.

Categories
Long-Term Care Planning

24 76 Beechnut Lane, Port Dover, Ontario N0A 1N7 (24350159) [Video]

Enjoy a condo lifestyle while owning your own land. Located on an exclusive court, this luxury 1,650 sq.ft. bungalow has a fabulous Nantucket beach house vibe with state-of-the-art construction, finishes and appliances. Everything has been thought of from the stunning design to the custom quality construction and impressive energy efficiency- this house it has it all! Sit back and relax knowing that lawn maintenance, snow removal and forest/waterfront management are all covered by the low monthly condo fee. Set in the prestigious Flats of Black Creek in the beautiful town of Port Dover these 39 custom detached freehold properties comprise 7 acres of the development. The remaining 14 acres of common elements are made up of private Carolinian forest, nature trails and 2,000 feet of river frontage with private docks and homeowner boat slips. If you own a boat, or planning to get one, youll be happy to know that seasonal boat slips cost only $30/linear foot of boat per year. Welcome to Port Dover, one of Ontarios best kept secrets. Experience sunny summer days on the inviting sandy beach, Jazz and blues festivals, Art in The Park and Port Dovers famous Lighthouse Theatre. Centrally located in the Golden Horseshoe, only an hour from Niagara Falls and 90 minutes from downtown Toronto. (id:8119)