The wrong SOCIAL SECURITY decision can cost you $100,000 or more!
For those nearing #retirement something to know about SOCIAL…
January 11, 2023/by Chris ReidAsking a financial advisor if they are a fiduciary is a WASTE OF TIME…Ask them the question Wall St doesn’t want you to.
Fidelity Investment Advisors found that only 5% of financial…
December 15, 2022/by Chris ReidWhat does the financial planning process look like? What does it cost?
With money a little help can go a long way.
But what is it…
December 13, 2022/by Chris ReidBut what is it…
LTC Planning Webinar Pt. 2 – DONT make a big mistake in getting the right coverage
If you are looking for a LTC solution, you need to understand…
December 13, 2022/by Chris ReidLTC Planning Webinar Pt. 1 – 10 minutes to save you big $$$
This three part series on
The costs of LTC
They types…
December 2, 2022/by Chris ReidThe costs of LTC
They types…
401k Rollovers: Easy. Worth it.
Making the wrong tax decision now could cost you $100,000 or more in retirement.
You must think about three things to prevent having the IRS take…
November 22, 2022/by Chris ReidHow the wrong tax planning can cost you big $
How inflation makes your tax planning even more important.
Everyone…
November 4, 2022/by Chris ReidEveryone…
Update on the WA LTC Tax…IT DID NOT GO AWAY!
Update on the Washington state long term care tax, where it currently…
October 21, 2022/by Chris ReidHow to check if an advisor or firm is fee only.
What is a “fee-only” advisor?
Since the advent…
October 17, 2022/by Chris ReidSince the advent…
The magic isn’t in the risk side of your portfolio.
October 7, 2022/by Chris ReidSurvive and thrive in the coming market, no matter what happens.
For years when the market did nothing but go up-up-up I preached…
September 30, 2022/by Chris ReidNewsletter Signup
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