Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: As we age, how should our assets be titled? What do we need to know that we don't know? Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com...
Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: You make money, and you pay taxes. You invest money, and you pay taxes. If you did well financially, you die, and you pay taxes. Right or wrong, it is what it is. Are you...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Losing a spouse is traumatic emotionally, but it can also be a financial disaster. What things do you need to consider in the next 30 days, six months and next year....
The transition period after a divorce or the death of a spouse is a time when weighty financial decisions about the rest of your life, and possibly your children's lives, will have to be considered and then carried out. Making important life decisions during emotional...
In this week’s episode, we will cover: The death of deferment End of year tax planning The questions you should ask yourself for tax planning What to consider at the end of your career Tips for giving a eulogy on Zoom Financial Tidbits “I use the Roth as a retirement...