Plan With The Tax Man

What’s Your Spending Personality?

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities.
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Call: 844-707-7381

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Financial Fact Or Fiction

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

How Long Will Your Money Last? Let’s Run The Numbers

If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Money Lessons From The Richest Musicians

Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

March Madness

It’s an annual tradition! Well, except for 2020 when the tournament was cancelled. But it’s time to look at the NCAA tournament and see what kind of financial planning lessons we can learn from it.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Retirement Planning For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

2021 Tax Tips Recap

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

Where All My Financial Knowledge Comes From

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
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Website: http://www.yourplanningpros.com
Call: 844-707-7381

What Drives Your Financial Advisor Crazy?

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Important Links
Website: http://www.yourplanningpros.com
Call: 844-707-7381