When it comes to inflation, it comes to taxes, it comes to sequence of returns, and it comes from cutting benefits, the retirement income plan must have built in it provisions to
One of the biggest things that we find in our portfolio observations of clients is lack of diversification. Okay, many folks don’t even understand the difference.
Well, I’m Going To Talk To Phil Today About An Article I Found About Eight Killer Mistakes When It Comes To Investing. Let’s See If You’re Making Any Of Those, And If
So, predicting future tax increases, the Controller General has already told us that with the increasing debt, we can expect taxes to go up significantly.
Discover the importance of tax planning and tax-free retirement income strategies, and the need to prepare for potential tax increases due to rising national debt.
Learn about risk tolerance and its critical role in retirement planning. Phil explains how he manages clients’ portfolios by assessing their risk tolerance through detailed questions and Morningstar reports, emphasizing the importance
Planning for retirement involves understanding key age milestones that can significantly impact your financial strategy. Learn how these age milestones can affect your retirement plans and what steps you can take to
Phil Capriotti Sr discusses the benefits of working with a financial advisor, emphasizing how advisors can significantly increase investment returns compared to self-management, and addressing common reasons why people hesitate to seek
Phil Capriotti Sr. discusses the emotional and financial challenges faced by those forced into early retirement, especially since the onset of COVID-19. Learn about the importance of social interaction, maintaining a structured
Learn about Social Security concerns, tax planning, and strategies for maximizing Social Security benefits, and discover the importance of delaying benefits for higher returns and tax efficiency.
Phil Capriotti Sr. discusses the complexities of Medicare, including enrollment periods, differences between Original Medicare and Medicare Advantage, the benefits of Medigap plans, and the distinctions between Medicare and Medicaid.
