Are thinking about how much you should be saving for college? How much do you need? How much per year?Rather than answer directly with calculators or rules of thumb, let’s talk about your thinking.Are you planning for how things use to be, or planning for how things are going to be?
(1) Assume it’s income. If any doubt, assume it’s income. Examples: Lottery, gambling, contest prizes; (2) Don’t miss any 1099s. IRS tracks these automatically. Follow up to get them all; (3) Don’t ignore the IRS…
Robin’s was survived by his third spouse (Susan) and 3 adult kids from prior marriages. Robin planned well, because he knew the cost of legal battles. His divorces cost him ~$20 million…
(1) Deduction for home mortgage interest. Mortgage must be less than $750,000. Includes HELOCs; (2) Deduction for property taxes…
(1) When the Executor Fails to Preserve the Value of the Estate, (2) When the Executor Appears Biased, (3) When a Beneficiary Steals Estate Items, (4) When Siblings at Odds Inherit a Piece of Property Together, (5) When Co-Executors Disagree on How the Estate Should Be Administered
(1) Former pension and retirement plans, (2) Life insurance policies, (3) Federal tax returns, (4) State departments of taxation…
In this episode, Anthony welcomes Jason Lee, a financial planner extraordinaire who helps people in retirement and other financial plannings. Jason joins Anthony today to explain what retirement plans are and their benefits to you — including the 401K, the IRA, and the Roth IRA. Listen as they talk about every bit of information you need to know about your retirement plan, how you can maximize them, and what strategies you can do in using your benefits.
Summary: (1) Update your health care docs; (2) Change your power of attorney; (3) Check if some things can’t be changed; (4) Update your will…
In this episode, Anthony interviews Mark Willis. Mark is a Certified Financial Planner, a bestselling author, the host of the award-winning podcast, Not Your Average Financial Podcast, and the owner of Lake Growth Financial Services. He specializes in late-stage college savings planning and today he shares how to pay for college without going broke.
Jonathan Pritchard joins Anthony for this episode. Jonathan has been traveling the world and entertaining audiences as a Mentalist, even appearing on America’s Got Talent. He now offers consulting services as the communication skills he has perfected through his line of work are transferable and beneficial to businesses and individuals alike. We hear about Jonathan’s beginnings, his television appearances, explanations of mentalism with specific examples, and who Jonathan can help.
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Prior results do not guarantee a similar outcome