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Oct 16, 2020

CNN says Joe Biden wants to change 401(k) plans to give low-income earners a bigger tax break.  That sounds good, but the change would be at the expense of couples who earn more than $80,000 a year – those people would lose a portion of their tax break.  Do we need to worry about potential changes to the retirement...


Oct 9, 2020

Do you think your taxes will go UP or DOWN when you retire? The national debt is in the TRILLIONS - and it will need to get paid back which means... taxes are MOST LIKELY to go up. Kevin discusses his strategies for tax planning to reduce or eliminate taxes! 

Hear how Kevin saved one couple $100,000 a year in taxes by...


Oct 2, 2020

Schroders surveyed “average” investors to find out what kind of returns they expect to earn over the next five years.  The answer … a sky-high 15% a year!  Is that possible?  Yes.  Is it likely?  No!  Kevin explains how he helps clients manage their expectations about what to expect from the markets! 

Call Kevin...


Sep 25, 2020

Is this really the time to panic or do we take a deep breath and reevaluate where we stand in the market? Kevin explains how one of the worst things you can do is make a financial decision out of emotion.  How can you prepare for what the market could bring in the next 20 years? Is there a way to protect your...


Sep 18, 2020

A HUGE discussion during the 2020 conventions, debates and of course for each candidate is TAXES. Does it matter who is in the white house and how it will impact your taxes? Your finances? your healthcare?  

Then, what if you could retire in or near a 0% tax bracket? 

Want to make sure you're prepared for these possible...