Consider This Program with Aaron Rheaume, CKA, and Grant Soliven, AIF. In this segment we will cover: Coming to the end of your working career can be both exciting and terrifying. How are you going to replace your standard of living without a paycheck? Have you really...
Consider This Program with Aaron Rheaume, CKA, and Grant Soliven, AIF. In this segment we will cover: Coming to the end of your working career can be both exciting and terrifying. How are you going to replace your standard of living without a paycheck? What are the 7...
Consider This Program with Aaron Rheaume, CKA and Grant Soliven, AIF In this segment we will cover: An in-service, non-hardship distribution is a 401k option that not many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities?...
Consider This Program with Jamie Burton and Aaron Rheaume, CKA. In this segment we will cover: Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: Tax Planning is different from Tax reporting. One takes place after the clock has run out. The other can at times be the difference between financial freedom or financial...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: Capital gains are back in the limelight as tax code changes loom. We will walk you through how we coach families to use gains for their benefit when gifting and creating income...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: Reading your 1040 is simple; however, understanding how it impacts your future is not. We will provide clarity on the differences between marginal tax brackets and your...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: Inflation is usually slow to show up, like gaining a pound or two a year. Typically, it doesn't make a great deal of difference until it does. The destruction of your...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: The Topic is the Fiduciary Focus with this show highlighting fees and expenses. - A fee is a known number while an expense is an operating cost that varies from year to year....
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: Stocks represent equity or ownership of a company. Bonds are debt instruments used to raise working capital for companies, governments, and municipalities. Traditionally, bonds...