by Marketing Team | Feb 12, 2024 | Uncategorized
What Is A Trust? A trust is conventionally employed to reduce estate taxes and can provide additional advantages when incorporated into a carefully designed estate plan. A trust serves as a fiduciary arrangement empowering a third party, the trustee, to hold assets on... by K. Donston | Feb 7, 2024 | Uncategorized
Losing a loved one can feel truly overwhelming. From paperwork to arrangements to finances, the to-do list can be daunting in an already vulnerable time. One of the things that can help ease families’ financial burden when a loved one passes is understanding and... by K. Donston | Feb 7, 2024 | Uncategorized
Having a long-term care policy can be a great way to pay for expensive long-term care costs. However, it’s important to carefully consider the tax implications associated with this decision. Travis Johnson, TRS financial planner and educator, helps us explore this... by Marketing Team | Nov 7, 2023 | Uncategorized
In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement, otherwise known as the SECURE Act. This legislation seeks to simplify and broaden access to retirement savings for many Americans. Since its passage, the SECURE Act has... by Amy Kosche | Jul 28, 2021 | Uncategorized
To all parents out there, do you talk about money with your children? If so, what’s your approach? In this week’s episode, The Retirement Solution’s Mike Whitmore quickly breaks down how to start, introduce, and maintain financial and money-related conversations with... by Amy Kosche | Jul 14, 2021 | Uncategorized
Non-retirement investments are “non-qualified,” meaning that you’re investing with after-tax dollars and are not subject to any special tax treatment. In this episode, The Retirement Solution’s Tyler Lively navigates the path of investing with non-retirement...