Your Investment Attorney Rod Yancy

Rod Yancy talks about possible changes to how Estate Planning is structured and details why some people are able to retire early despite the pandemic. 

Rod Yancy discusses how the 202 Election could affect your paycheck and what you need to make sure your retirement check list is up to date. 

From time to time, different groups conduct surveys to come up with “the number” – the amount of money the average person needs to ensure a comfortable retirement.  The latest survey was done by TransAmerica and their magic number is … 500K!
Well, the truth is everyone's retirement is different, so "your number" will also be different. Hear how Rod works with clients to determine how much they'll need to have a comfortable retirement and also have money for the cost of healthcare, taxes, inflation and more. 
Contact Rod and his team today for a Complimentary Portfolio Review!

It has been one crazy year hasn't it? Rod talks about what his clients and listeners are calling about amid all the uncertainty in todays world. 
Then, how will the upcoming election affect our portfolio? Does it matter who or what side is elected? Will it have an impact on the stock market and economy? 
How can you protect your money? First, what are your financial goals? Then, whats the best way to get the best return from your investments and diversify them? Rod discusses how his tools and strategies can do just this and give you those "airbags" around your income plan. 
Rod is a Financial Planner AND an Estate Planning Attorney. Have you thought about leaving a legacy to your family? Do you know what your financial goals are? Rod can walk you through the process, from A to Z for creating income you can't outlive and discussing options on how you can leave a legacy for your loved ones. 
Contact Rod and his team today for a Complimentary Portfolio Review! This is a great time to make sure you're on the right track with your financial planning, creating that income plan, filling those buckets of money and correcting any mistakes that may be found. Call today! 
 

There’s been a lot of speculation about whether the next president and Congress will raise taxes.  But a Wall Street Journal editorial warns about another tax hike – the automatic increase that businesses will pay in unemployment taxes.  I think we all know that – one way or another – those increases will be passed along to us.  Doesn’t this highlight the importance of reducing our tax liabilities, wherever we can? 
Contact Rod For Your Customized Plan! 
 

Anything could happen between now and November, but some political analysts predict that we’re going to see a “blue wave” on election day – with Democrats winning the White House, the Senate, and the House.  If that happens, Forbes says we’ll almost certainly see an increase in our federal tax rates.  But because of the rising deficit, we might be paying higher taxes no matter which party wins.  Is it too soon to try to be proactive about managing our taxes? 
We can't control the election, taxes or what could happen in the market BUT you can control your financial plan! 
Contact Rod and his team today for a Complimentary Tax Analysis!