Financial Facts and Tax Ronald and Barbara Stevenson

A fiduciary advisor working in the best interest of the client should represent many investment options in the market and safe money like fixed annuities.

How life style and financial decisions today can impact your retirement. Today's show focuses on several potential retirement bombs.

The last thing anyone wants is a tax surprise when they file their taxes. We explore in this show the many different tax bombs that might come up during the year. These surprises might be from not taking enough withholding's from wages or income. Other tax surprises can be from gambling, sale of a rental property, missing an RMD, taking out distributions from qualified and non-qualified accounts and inheritance, just to name a few.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Most financial topics are fact based, today we are going to discuss feelings about finances. We will tackle this by talking about financial well-being and ways to help achieve it.

This show examines several realities about retirement that are sometimes forgotten or not followed. Earn more and spend less and save the difference for retirement. Beware of the inherent reality that we cannot always control where financial set backs and health care challenges or other life experiences might lead us. Let us know how social security works and understand the best timing of when to take my benefits to assist in my retirement.