by Justin Knapp | May 23, 2023 | Uncategorized
Medigap policies come in many flavors. If you’ve done any reading in this area at all, you’ve probably come to realize that the whole thing is a messy alphabet soup… and it’s really, really hard to figure it all out. Read Full Article Here… Written By:...
by Justin Knapp | May 23, 2023 | Uncategorized
Have you ever heard the saying, “You will pay less tax in retirement”? Well, most of our clients do not pay less tax in retirement. They pay more. The main reason is that, in retirement, they have Social Security and required minimum distributions (RMDs) from their...
by Justin Knapp | May 23, 2023 | Uncategorized
HOW WOULD YOU DEFINE financial freedom? That’s the intriguing question I’ve been asked twice in recent weeks by journalists curious about the new HumbleDollar book, My Money Journey: How 30 People Found Financial Freedom—And You Can Too. Financial freedom is something...
by Justin Knapp | May 23, 2023 | Uncategorized
At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: “You should write your obituary and then try to figure out how to live up to...
by Justin Knapp | May 5, 2023 | Uncategorized
In this Issue: Retirement Age Expectations vs. Reality Creating Your Own Operation London Bridge Famous People Who Died Without Proper Planning Read Full Newsletter Here…
by Justin Knapp | Mar 21, 2023 | Uncategorized
A properly executed power-of-attorney document is absolutely essential, but you’re going to need patience and diligence to get through the process. Read Full Article Here… Written By: Beth Pinsker Published By: MarketWatch.com
