With Phil Capriotti.
Sundays from 9:00 – 9:30 am on KTBC-FOX Channel 7.
Sundays from 10:30 – 11:00 am on NBC-KXAN Channel 36.
Today, we’re discussing more mistakes frequently made by solo retirees without consulting with an advisor.
What are some very common mistakes people make when retiring without an advisor and how can you avoid them?
Our team of experienced financial advisors and fiduciaries will break down complex concepts into easy-to-understand insights, helping you navigate the intricacies of retirement planning with confidence and clarity.
Your ultimate resource for expert insights, strategic advice, and the latest updates in the world of Individual Retirement Accounts (IRAs).
QUESTION: I cannot find the indexed number for IRA bankruptcy protection for 2025-2028. It is $1,512,350 currently, but it is scheduled to increase on April 1, 2025. Do you know what
The arrival of the SECURE Act means the end of the stretch IRA for many beneficiaries. Instead, a 10-year payout rule applies for most IRAs inherited by non-spouse beneficiaries. However, the
Here is an all-too-common situation that seems counterintuitive: A participant in a 401(k) retires and must take his required minimum distribution (RMD). This person requests that his entire 401(k) plan balance
Question: Hi, In a recent blog post, you addressed the complicated rules for a 401(k) to Roth IRA rollover. I have a similar question as it relates to a pre-tax IRA
Everyone knows that April 15, 2025, is the deadline for filing 2024 income tax returns. But April 15 is also a crucial deadline if you made too many 401(k) deferrals in
Do you have a Roth IRA? If you do, there will very likely come a time when you want to take a distribution from that account. The distribution rules for taxation
Your go-to source for timely and insightful analysis of the financial markets. Our weekly updates are designed to keep you informed and equipped to make sound investment decisions for your retirement portfolio.
The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies. A late rally on Friday afternoon, fueled on heavy volume from quarterly
Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued to weigh on sentiment. Several investment banks decreased their
Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility. It was a hectic week as investors tried to make sense of Trump’s tariffs on Canada,
Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical relations. The Trump administration confirmed that 25% tariffs on Canada and
The holiday-shortened week saw the S&P 500 hit all-time highs, but late in the week, the move abruptly succumbed to consolidation pressure. Investors are worried about valuations, trade tensions, inflation, and declining
Despite all of the uncertainties within the investment landscape, global markets were able to post nice gains last week. Fourth-quarter earnings continued to roll in with notable results from Coca-Cola, McDonald’s, Roku,
Your essential guide to staying informed and making smart decisions for your financial future. Our newsletter is crafted to deliver the latest financial insights, strategic advice, and important updates.
Discover steps to help you prepare for retirement Imagine this: After decades of hard work and dedication, you’re just 12 months away from the retirement of your dreams. Exciting, right? But hold
“Old age is always fifteen years older than I am.” —Bernard Baruch, American financier, investor, statesman and philanthropist One of the biggest fears people have is running out of money in retirement.
As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady
How changes in Social Security, Medicare, 401(k) contributions and more will affect your finances Retirement is not static. Even when the kids are gone and the career is done, your lifestyle and
Important Tasks & Decisions for Each Phase of Retirement Planning Retirement. It tends to be a catch-all word that generally refers to the light at the end of the tunnel after years
Inflation, uncertain markets and a limited Social Security COLA are among the financial hurdles for retirees in 2025. Key Takeaways High interest rates may complicate investment decisions for retirees. Social Security recipients
Many people assume that their family members would automatically be able to make decisions about medical treatments if they were to become incapacitated. But rules vary greatly from state to state. In
Discover 6 ways to access care fast, even if your doctor is busy. Hint: You may not need to go in person. Doctors’ offices are busier than ever these days. Sometimes it
A bumper crop of revisions, including a stronger drug benefit, means the plan you enrolled in for 2024 may not be the best fit next year. Americans on Medicare will see big,
Big changes to Medicare plans are in store for 2025 as open enrollment is underway. Medicare is a federal health insurance program for older adults ages 65 and older. Open enrollment for
Key lessons learned from the 2025 Medicare Annual Enrollment Period (AEP); plus actionable strategies for Medicare Advantage plans looking to improve member experience and reduce costs. 2025 is set to be a
“How much can I expect to pay out of pocket for Medicare coverage?” It’s something you might be wondering if you’re age 65+ or about to turn 65. Medicare expenses are a
With Phil Capriotti.
Saturdays from 7:00 – 7:30 am on KLBJ 590 AM and 99.7 FM
Saturdays from 8:00 – 8:30 am on THE BRIDGE Austin 101.1 FM and 1120 AM
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
Specializing in private wealth management, we provide education, guidance, and strategies to help you achieve a tax-efficient retirement income.
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The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Personal investment advice can only be rendered after the engagement of EWM, execution of required documentation, and receipt of required disclosures. All investment and insurance strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Past performance is no guarantee of future results. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #305031.
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