Posts



Tax season is open, which means there’s another opportunity to: (a) vent about how much you hate this time of year, (b) complain about the complexity of the …



Customer Confusion! What is Financial Planning? While the origin of financial planning can be traced back to 1969, many customers are still very confused …



https://www.forbes.com/sites/wadepfau/2019/04/10/hecm-for-purchase-program/#1f887b8450d1 https://retirementresearcher.com/reverse-mortgage-calculator/



https://fortune.com/2020/01/26/how-much-to-save-for-retirement-advice/amp/ =============================== Get the PDF version of my Tax Bomb book …



Retirement Projections Tips and Tricks How will your clients be affected if Social Security reduces benefits in the future? Or if retiree medical costs continue …



https://www.bostonglobe.com/metro/2019/12/02/social-security-has-tilted-favor-higher-earners-who-delay-claiming-benefits-report-says/



Get the PDF version of my Tax Bomb book for free follow this link. https://mailchi.mp/7e528cd3cfb3/taxbomb My course “Can I Retire” contains 43 videos and…



Welcome back to the One Last Question Show! In today’s episode I took a field trip to take an Office Tour at Prominence Business & Wealth Management.



Retirement income planning expert and CPA Jeffrey Levine highlights the necessity of providing tax education to your clients and building out a team that offers …



Alok Adda is an analysis by Alok Joshi, A YouTube fresher, Veteran Broadcast journalist with a wide ranging experience in print, Television, web and radio.