What is a Donor Advised Fund?
Creating a donor advised fund is a great strategy if you’re currently in a high tax bracket and want an immediate tax deduction. It allows donors to make a charitable contribution, receive… Read more...
View ArticleHow to Find Your Tax Bracket
CPA “Big Al” Clopine shows you how to find your tax bracket by looking at line 43 on your tax return. Transcription: “Let’s take a look at the tax return itself. If… Read more The post How to Find Your...
View ArticleTax-Efficient Strategies for Investors with David Cook, CFP®
“Big Al” Clopine, CPA sits down with Senior Financial Planner/CFP® David Cook to discuss tax-efficient strategies investors should consider when building their portfolios. What is the best method for...
View ArticleReasons to Roll Your 401(k) into an IRA
Many people end up rolling their 401(k) into an IRA when they change jobs because of the lower fees and Roth conversion advantages available. Joe And Al explain why this option is… Read more The post...
View ArticleReasons Not to Do a 401(k) Rollover
Rolling over your 401(k) into an IRA when you change jobs is not always the best option. You must take into consideration fees, institutional investments, the employer’s match and more. Find out… Read...
View Article401(k) Fees and Expenses
In this episode short, find out how fees are a crucial consideration when deciding whether to keep your 401(k) or roll it into an IRA. 0:11 “IRA rules are more flexible at… Read more The post 401(k)...
View ArticleSteps to Take if You’re Behind on Retirement Saving
Saving for retirement often gets placed on the back burner due to paying off your mortgage, putting the kids through school and whatever else life throws your way. When this happens, ultimately… Read...
View ArticleFinancial Advice for Single Women w/ Allison Alley, CFP®
“Big Al” Clopine, CPA sits down with CFP® Allison Alley to discuss what single women in or near retirement should be concerned with. Find out some financial planning and investing trends that… Read...
View ArticleSocial Security Claiming Strategies for Widowed Spouses & Divorcees
There are different strategies for claiming Social Security benefits if you are divorced or widowed. Follow along as Joe Anderson explains the different rules for each. 0:18 “If you’re divorced, you...
View ArticleClaiming Social Security for Dependent Children
A lot of people don’t realize that when they retire, their children are eligible to receive Social Security benefits as well. In this segment, find out the guidelines for claiming benefits if… Read...
View ArticleBreaking Even on Social Security
You can begin claiming your Social Security benefits at age 62 and the latest you can claim is age 70. The longer you wait to claim, the higher your monthly payments will… Read more The post Breaking...
View Article4 Tips for Creating a Disciplined Investing Approach
Smart investing can be tricky, especially for those transitioning into retirement. How should your investing approach change and what are some important factors to keep in mind? Joe and Al give you...
View ArticleWhat is a Donor Advised Fund?
Creating a donor advised fund is a great strategy if you’re currently in a high tax bracket and want an immediate tax deduction. It allows donors to make a charitable contribution, receive… Read more...
View ArticleHow to Find Your Tax Bracket
CPA “Big Al” Clopine shows you how to find your tax bracket by looking at line 43 on your tax return. Transcription: “Let’s take a look at the tax return itself. If… Read more The post How to Find Your...
View ArticleTax-Efficient Strategies for Investors with David Cook, CFP®
“Big Al” Clopine, CPA sits down with Senior Financial Planner/CFP® David Cook to discuss tax-efficient strategies investors should consider when building their portfolios. What is the best method for...
View ArticleReasons to Roll Your 401(k) into an IRA
Many people end up rolling their 401(k) into an IRA when they change jobs because of the lower fees and Roth conversion advantages available. Joe And Al explain why this option is… Read more The post...
View ArticleReasons Not to Do a 401(k) Rollover
Rolling over your 401(k) into an IRA when you change jobs is not always the best option. You must take into consideration fees, institutional investments, the employer’s match and more. Find out… Read...
View Article401(k) Fees and Expenses
In this episode short, find out how fees are a crucial consideration when deciding whether to keep your 401(k) or roll it into an IRA. 0:11 “IRA rules are more flexible at… Read more The post 401(k)...
View ArticleSteps to Take if You’re Behind on Retirement Saving
Saving for retirement often gets placed on the back burner due to paying off your mortgage, putting the kids through school and whatever else life throws your way. When this happens, ultimately… Read...
View ArticleFinancial Advice for Single Women w/ Allison Alley, CFP®
“Big Al” Clopine, CPA sits down with CFP® Allison Alley to discuss what single women in or near retirement should be concerned with. Find out some financial planning and investing trends that… Read...
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