Video Recorded: November 12th, 2024 Dear Friends, We are including in this writeup the visuals we discussed in this episode of Random Gleanings – you can find our video updates at www.youtube.com/@proplanwealth any time you’d like. The charts we share come from economic and market topics that we think are interesting and are part of…
View details
Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Oddly enough, this is the perfect quote to introduce the topic of this episode of Retirement Ready… the Widow/Widower Tax Penalty. In order to set the stage of what the Widow’s Tax Penalty is, let me quickly…
View details
Real Estate and Downsizing Today I’m going to share with you the costs on both sides of downsizing or staying in your home, and things you should be considering. So let’s first set the stage with our couple who has raised kids and purchased a 4200 square foot house back in the 2000s decade. They…
View details