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On the Money: Alpha Planning 101

Dec 31, 2021

Questions addressed:


  • Will social security be there for us in the future?
  • Can I file for social security benefits on my divorced spouse’s record?
  • They recently announced at work that our 401K has added a Roth option.  Should my future investments go to the Roth or my traditional 401k?
  • I am not a savvy investor, but...

Dec 10, 2021

  • What is the 4% rule?
  • Why it’s no longer relevant
    • Market volatility
    • Current interest rates
    • Life expectancies & length of retirement
  • Alternative strategies that better suit today’s market

Nov 26, 2021

  • Tax Loss Harvesting
  • Investment Planning
  • Retirement Planning
  • Roth Conversions
  • Health Plan
  • RMDs
  • Charitable Donations

Nov 12, 2021

Key Topics:

  • New plans and changes for 2021 AEP
  • Shopping for the proper plan and considering appropriate changes to your current plan
  • Advantages of working with a Medicare broker

Oct 29, 2021

  • Maximizing Social Security Benefits
  • Addressing Sequence of Returns Risk
  • Planning for Long-Term Health Care
  • Leaving Behind IRA’s