Eric discusses IRA's and Taxes with IRA Expert, Ed Slott. During this conversation with the PBS host, CPA Ed Slott will discuss important information on proper planning for withdrawals, and how to avoid heavy taxation! You don't want to miss this!

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Eric

Biden's tax plan is coming. How do you protect your savings? Listen to my podcast this week to learn to protect your savings before any changes come into play!

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Eric

Can the financial house you have built weather any financial storms? How can you be sure you are protected? Listen to my podcast and learn the best blueprint to have for your financial house! 

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Eric

At one point or another, everyone faces money challenges. When you are retired and on a fixed income those challenges can seem daunting. How can you avoid "financial surprises"? Listen to my podcast and learn more!

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Eric

Many Americans do not truly understand the ABC's of financial literacy. It is crucial to educate yourself on personal financial matters, but where do you start? Who should you refer to for help? Listen to my podcast to learn more!

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Eric

Did you know that IRAs and 401Ks have been around for about 40 years now? Once those came around, a lot of companies stopped giving pensions. There is no option in a 401K to guarantee income, so how do you create your own personal "pension"? 
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Eric

Retiring takes some serious coordination. Don't go it alone. Listen to my podcast and learn when the best time is to take Social Security Income, and more!

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Eric

On average people spend more time planning vacations over planning their retirement; then comes the "deer in the headlights" look. We like to call this Analysis Paralysis and it can cost you. As a CFP, I try to ensure that the Analysis Paralysis doesn't set you back. We want to make you Worry Less about your money. Listen to my podcast and learn more!

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Eric

We have found that most people spend more time planning for vacations than they do for their own retirement. If you take the time to plan for your retirement now, you will have more money to do the things you want to do in retirement. Listen to my podcast and learn more!

Have a great week!

Eric

The feds are printing money for stimulus payments for millions of Americans. While it helps in the short term, what is the long term impact. President Biden has stated there will be tax increases for the wealthy, but there could be some for the middle class as well. It's time to figure out the best way to invest your retirement into a plan to protect you from the volatile ride of market crashes, tax increases, inflation, recessions, and more. Listen to my podcast and learn more!

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Eric

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