Money Expenses
0Comments

PART 2 OF 3: Money Expenses To Create The Retirement Of Your Dreams

Ever wondered if you could retire in the 0% tax bracket? Curious about strategies to keep more of your hard-earned money in retirement? Did you know your Social Security is taxable? In "How To Put In Place The 0% Tax Plan," Part 2 of our 3-part series: Money Expenses to Create the Retirement Of Your Dreams we'll cover: 1. How to manage your taxes. 2. How to maximize your social security income. 3. How to cut down on taxes for W2 or 1099 income.
by Jason Bergquist
Money Expenses
0Comments

PART 1 OF 3: Money Expenses To Create The Retirement Of Your Dreams

What if I told you ... ... you can save hundreds of thousands of dollars on taxes in retirement? The answer depends on how you use your 401k, 403b, 401a, 457, TSP, or any other employer plan. In "The Best Structure For The Most Tax Benefits," Part 1 of a 3-part Video Series called Money Expenses to Create the Retirement Of Your Dreams, which includes: 1. What does your employer offer? 2. How does your employer’s match work? 3. When to begin retirement planning.
by Jason Bergquist
Money Security
0Comments

PART 2 OF 3: Money Security To Create The Retirement Of Your Dreams

What if you have one of those giant shortfalls during your retirement due to needing long-term care or not having a plan for inflation? In Part 2 of a 3-part Video Series about securing your money for the Retirement Of Your Dreams, we’ll touch on 3 strategic points that I don’t like to discuss because they’re not pleasant, but they’re critical to create the Retirement Of Your Dreams.
by Jason Bergquist
Money Security
0Comments

PART 1 OF 3: Money Security To Create The Retirement Of Your Dreams

Is your money safe for retirement? You see, to keep your money secure when you retire, you must understand shortfalls. These happen when your monthly bills cost more than the income you have. But what do you do when this happens? How can you get ready for it? One way is to plan where your income will come from when you need more. In Part 1 of a 3-part Video Series: Money Security to Create the Retirement Of Your Dreams., we'll teach you how to make sure your money is safe when you retire, even if you don't have enough.
by Jason Bergquist
Money Protection
0Comments

PART 2 OF 3: Money Protection To Create The Retirement Of Your Dreams

In today’s video, we’ll delve into Death Benefits. We'll cover ... 1. Navigating Death Benefits and Living Benefits 2. Why You Need Life Insurance 3. Steps to Determine Your Ideal Life Insurance Coverage Now, you might associate Death Benefits with Life Insurance and what happens when someone passes away. But today, we'll explore other aspects of it, particularly its role in supporting our dependents, such as our kids or young adults.
by Jason Bergquist
Money Protection
0Comments

PART 1 OF 3: Money Protection To Create The Retirement Of Your Dreams

Today, I'll discuss Part 1 of my 3-part Video Series: Money Protection To Create The Retirement Of Your Dreams. Specifically, this video is for you if you're starting to realize that medical issues are more and more likely as you age. Maybe you are already seeing these outrageous medical costs, if you’re dealing with parents and or grandparents that have gone through or are dealing with this now. And you're asking yourself how you can avoid them? Well, there are a few ways to keep ourselves healthier but for the most part old age gets us all and there is no way to avoid it.
by Jason Bergquist
Money Goals
0Comments

PART 2 OF 3: How To Set Money Goals To Create The Retirement Of Your Dreams

Today, I’ll discuss Part 2 of my 3-part Video Series: How To Set Money Goals To Create The Retirement Of Your Dreams. Specifically, this video is for you if you’re in the 59-and-a-half age group because everybody's retirement goals differ depending on age and work scenarios. I’ll use 59 and a half because many financial options become available to you at this age!
by Jason Bergquist