Feb 14, 2022
This episode David discusses Married Filing Jointly and how you can set yourself up for success for the day one of you will be filing a single tax return.
It’s unfortunate, and we hope the day never happens, but it will: either through a passing of a loved one or divorce.
So, how can you set yourselves up now for that...
Feb 7, 2022
During this episode David begins discussing Longevity Risk.
This will be a reoccurring topic that addresses long term care, not running out of money, and leaving a legacy you can be proud of; to name a few.
If you are 5 years away from retirement, now is the time to get serious about putting money into a Roth; but if...