The Insurance Gap
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I am a principal and co-founder of Wealthnest Planners, located in Chandler, Arizona. As a CERTIFIED FINANCIAL PLANNER™, I specialize in investment services, retirement planning, estate planning, tax planning and insurance. Email me or give me a ring if I can be of assistance, (480) 699-5275.
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Positivity in 2021!
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The Biden Presidency for Small Business Owners
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How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months of the year to review their portfolios and assess their winning and losing investments. It’s also a good time to do tax planning for the upcoming filing season; decisions you make before year-end can
The Basics of Medicare Advantage Plans
Take a look at Medicare Advantage plans as you search for the best option for your health care needs. There are two ways to enroll in Medicare. The first is through original Medicare, which includes Parts A and B. The second is through Medicare Advantage plans, which bundle Parts A and B in an “all-in-one”
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way many individuals try to avoid estate and inheritance taxes is to give money away during their lifetime, effectively reducing the wealth that will be subject to federal taxes when it’s passed on to heirs. This
How much life insurance is enough?
Purchasing a life insurance policy is an important step toward protecting your loved ones from financial uncertainties. There’s no way to say accurately how much money your family will need to replace the financial support you provide in the event of your death. But it’s smart to think carefully about the future expenses they may
What to know about Medicare before Retirement.
During National Medicare Week (September 21-27), take time to learn about this important program for covering your future health care costs. Medicare is essential for many older Americans, helping them cover the costs of many necessary health care services. You have to be 65 to enroll in Medicare, but that doesn’t mean you should wait
Retirement Planning in 2021
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To 83(B) OR NOT To 83(B)
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