Financial Planning
How to Pay ZERO Taxes On $100K of Income in Retirement
Retirement planning can be tricky. But what if we told you that a retired couple could earn $100,000 yearly and pay zero federal income tax? It might sound impossible, but with the right strategies, it’s achievable. Setting the Stage: Imagine a retired couple, both 66 years old. They plan to claim their Social Security benefits… View Article
Checking In with Ara – October 2023
Hey everyone! Ara here bringing you your monthly update. I’m getting ready to go on a quick weekend trip with my mother to visit family down in Mexico City. This will be a fun opportunity to spend quality time with her and connect with extended family. We’re going to visit our relatives who own a… View Article
Why Building Wealth and Keeping It Are Two Different Things
In last week’s video we discussed the importance of saving, and how building a nest egg involves regular contributions over a long period of time. Investing in equal portions at regular intervals, like you would in a 401k, allows you to buy more shares when the market is down, and when the market is going… View Article
How Can You Build a Substantial Nest Egg?
People often ask this question: “What’s the best way to build wealth?” Well, the simplest (and best) answer we can give to that question is this: “Save early and save often.” But that’s not very satisfying to hear, is it? It’s not glamorous, it offers no insight, and it doesn’t reveal any special secrets. … View Article
What Are The Best (and Worst) Assets to Inherit?- Episode 151
If you’ve been a diligent saver, chances are good that you have a variety of assets in your name: cash, CDs, bonds, stocks, funds, retirement accounts, insurance products, a home, etc. At some point, though, you’ll no longer be around and those assets will wind up going to your designated heirs. And while everyone likes… View Article
How To Build a Net Worth – And How To Keep It- Episode 150
Building up a nest egg over a period of years does not have to be complicated, in spite of what many investment professionals might tell you. The real “secret” is to simply save money, and save it on a regular basis. When time is on your side, you have a certain amount of freedom to… View Article