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You Just Got An Inheritance..Now What? 7 Steps To Help You Work Your Way Through Thumbnail

You Just Got An Inheritance..Now What? 7 Steps To Help You Work Your Way Through

Today's video is a comprehensive guide on what to do if you find yourself inheriting money. We'll cover everything from taking your time to make informed decisions, assembling a team of financial professionals, to smart investment strategies tailored for pre-retirees. Whether you've recently inherited money or are planning for the future, this video is packed with actionable advice to help you navigate this complex financial and emotional journey.

Insights
Don't Fear the Taxman: Understanding Tax Brackets for a Smoother Retirement Thumbnail

Don't Fear the Taxman: Understanding Tax Brackets for a Smoother Retirement

🌟 Unlock the Secrets of Tax Brackets for a More Efficient Retirement Plan 🌟 Are you a pre-retiree puzzled by tax brackets? You're not alone! Understanding tax brackets is crucial for efficient retirement planning. In our latest YouTube video, we break down the complexities of tax brackets in the U.S., offering 5 actionable strategies to help you make the most of your income before and during retirement. 🔑 What You'll Learn: The difference between marginal and effective tax rates How to leverage tax-deferred accounts like 401(k)s and IRAs Real-world examples of tax-loss harvesting to offset gains The benefits of Roth IRA conversions for future tax-free withdrawals Don't leave your retirement to chance. Master the ins and outs of tax brackets and take control of your financial future today!

Insights
Unlocking Retirement Simplicity: The Case for (and against) Account Consolidation Thumbnail

Unlocking Retirement Simplicity: The Case for (and against) Account Consolidation

Retirement account consolidation: Is it right for you? Explore 5 undeniable benefits of streamlining your retirement savings, and understand 2 essential cautions before making the leap. Tailored for pre-retirees, this guide offers vital insights for those aiming for a clear, financially-secure retirement journey. Dive in to make informed decisions on consolidating your retirement nest egg.

Investing
Decoding Your Portfolio: ETFs vs Mutual Funds Thumbnail

Decoding Your Portfolio: ETFs vs Mutual Funds

"Dive into the world of Exchange Traded Funds (ETFs) and Mutual Funds in our comprehensive video guide. Learn the differences, uses, pros, and cons of these popular investment options. Our expert financial advisor shares insights on ETFs and Mutual Funds, providing valuable knowledge to enhance your investment strategy and portfolio management. Discover why ETFs often become the choice for financial professionals when building client portfolios. Ideal for both seasoned investors and beginners, this video is your stepping stone towards a well-informed financial future."

Investing
3 Factors Will Determine Your Investment Returns In Retirement Thumbnail

3 Factors Will Determine Your Investment Returns In Retirement

the idea from this video came from a prospective client that approached me recently and asked what kind of returns I'm getting from my clients on their investments. And it's not a simple answer, and, and frankly the returns that I get from my clients are going to vary because each person's individual situation is different. And really these three factors that I'm going to discuss here are the things that will determine what those investment results are going to look like.

Investing