by Judy Carlson | Mar 19, 2023 | Blog
You want to protect your assets, but there are so many ways your hard-earned savings can be sucked right out from under you! In order to preserve your wealth, let’s look at just two of the ways you can be blindsided by your retirement plan. Market Losses:...
by Judy Carlson | Feb 21, 2023 | Blog
Is your financial advisor helping you build a custom designed comprehensive, coordinated, holistic lifetime wealth management plan that protects you and your assets… …or simply providing you with investment advice? This distinction is more important than ever because...
by Judy Carlson | Apr 6, 2021 | Discovery, Tax-Free
Most financial plans fail during the “decumulation” phase, primarily because retirees are blindsided by the domino impact of taxes. Over the past 25, 30, 35, 40 years you have likely been working with a money manager, financial advisor, or some type of financial...
by Judy Carlson | Mar 26, 2021 | Discovery, Tax-Free
Taxes will go up – you are running out of time to get ahead of the changes. 60 million Baby Boomers will retire by the end of this decade. They will go from paying into Social Security and Medicare to drawing on Social Security and Medicare. There...
by Judy Carlson | Mar 25, 2021 | Discovery, Tax-Free
95% of Americans are going to pay taxes the rest of their lives…even during their retirement years! Why? Because they will report INCOME on their tax returns. Why? Because their savings is in assets where the distributions are taxable. How much of your retirement...
