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Apr 19, 2021

Now that the $1.9 trillion stimulus plan is a done deal, there are rumblings that the Biden administration’s next move will be a big tax increase.  IRA expert Ed Slott says that we control our tax rate - is this possible?  


Apr 5, 2021

Tax changes are on the way, what does that mean for you? Is there anything we can do right now to better position ourselves for what I think most of us assume will be higher taxes in one form or another? Kevin discusses President Biden's potential tax changes/hikes and how inheritance tax may possibly be impacted as...

Mar 8, 2021

At least one Wall Street forecaster is warning that 2021 could bring a return of rising inflation rates.  So, what does that actually mean for us?  Is it something we should be accounting for in our retirement planning? Kevin explains how he can make your portfolio inflation proof! 


Mar 1, 2021

What potential tax changes does President  Biden have up his sleeve and how will it impact you? Your money? Your financial future? Kevin discusses!   

Feb 15, 2021

Forbes talks about something they called a “Rich Person’s Roth.”  Turns out, it wasn’t a Roth at all – it was a way of using life insurance to help fund retirement.  Kevin discusses how this could be a tool you could use to build your retirement income. Then, whats the difference between a“financial...