Integrity Financial Planning

MAY 11, 2022

What should Gen X being doing right now as they inch their way closer to retirement age? We talk through what decisions you might have and how to make the most of them. Have some extra cash and want to gain a guaranteed return? I bonds are about to go from 7.2 percent to 9.6 percent. There are some stipulations, but is this a good idea to combat inflation ?

Retirement Planning 52

Retirement Planning Retirement Planning Retirement Pension 52

Indigo Marketing Agency

MAY 11, 2022

When was the last time you updated your website? Quick question: If you could wave a magic wand and change one thing about your website, what would it be? . Maybe you wish you could…. Own your site outright (because you’re sick of paying hundreds of dollars per month to “rent” it from a site like FMG Suite). Generate more leads (because your traffic’s gone flat and no one is finding you online).

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Covisum

MAY 11, 2022

Many retired Americans find Social Security benefits confusing, especially when trying to understand possible tax consequences. In fact, retirees could face paying taxes on up to 85% of their Social Security benefits because combined income from Social Security and other income streams can quickly push them above the thresholds for taxes to apply. Additionally, the number of beneficiaries who are required to pay Social Security income tax is rising, and it will continue to grow.

Financial Advisor 52

Financial Advisor Taxes Retirement Numbers 52

Leading Advisor

MAY 11, 2022

Remember in 2019 when we had just plain old Decision Fatigue? Now we are combining fears and viruses of the following that contribute to even… The post What’s been going on and what to expect about Leading Advisor’s future appeared first on Leading Advisor - Simon Reilly.

Financial Advisor 40

Financial Advisor 40

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