Developing a Realizable Vision for Retirement

Developing a Realizable Vision for Retirement

The Smart Income Independence Planning Newsletter Developing a Realizable Vision for Retirement Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass...
What Tax Bracket Will You Be During Your Retirement?

What Tax Bracket Will You Be During Your Retirement?

The Smart Income Independence Planning Newsletter What Tax Bracket Will You Be During Your Retirement? What income tax bracket do you think you will be in when you retire?  Before you answer that question, let’s take a look at the two key factors that could affect the...
Saving Taxes In Retirement

Stop Your 401K From Turning Into A 201K

May 12, 2020 @ 11:00AM Mountain Time Presented by Kevin Long and Guest Speaker, Randy Luebke Description: It is always wise to have a well-diversified portfolio, but it is even more imperative in uncertain times like these. Join us on this webinar as we discuss...
Monday Morning Quarterbacking the Corona Market Crash

Monday Morning Quarterbacking the Corona Market Crash

The Smart Income Independence Planning Monday Morning Quarterbacking the Corona Market Crash First, let me say that consumers should NOT beat themselves up because they lost money in the stock market during the 2020 Corona Market Crash.  Many financial pundits have...