Month: December 2017

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The New Tax Bill – Larry Heller with Michael Kessler, CPA (Ep. 15)

The New Tax Bill – Larry Heller with Michael Kessler, CPA (Ep. 15)

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This December will be the month that marks the finalization and voting of the new tax bill. This new tax bill will impact both corporate and personal taxes.  Changes brought about by the tax law are sure to affect different facets of our financial plans, including how we plan for retirement.

Learn more about the new tax bill from Larry Heller and guest Mike Kessler, CPA in this podcast:

Guest Speaker:  Mike Kessler, CPA

Learn more at: Michael J. Kessler, Profitability Consultants Website

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management

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Creating an Investment Portfolio for a Successful Retirement (Ep. 14)

Creating an Investment Portfolio for a Successful Retirement (Ep. 14)

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When transitioning from working to retirement there needs to be a change in our investment portfolio. This is because during retirement, the investment portfolio becomes a source of income, meaning you will draw money from it. It’s important to have a portfolio setup so you can stay on track during the course of your retirement.

Learn more about creating an investment portfolio for retirement in this podcast:

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management

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Does Your Advisor Do This? Strategies to Optimize After a Tax Return (Ep. 13)

Does Your Advisor Do This? Strategies to Optimize After a Tax Return (Ep. 13)

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While it’s valuable to build wealth, it’s also equally important to keep your money. Taxes are one of the key things that we should account for in doing so. The more you can save on taxes, the more money you can potentially earn. It’s important for your financial advisor to look at all strategies available to help optimize tax and ensure you’re keeping most of your money intact.

Learn more about tax optimization in this podcast:

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management

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The Social Security Conundrum Part 4: Divorcees and Widows / Coordinating Benefits with Other Assets and Income Streams (Ep. 12)

The Social Security Conundrum Part 4: Divorcees and Widows / Coordinating Benefits with Other Assets and Income Streams (Ep. 12)

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Survivor and Divorce benefit options are one of the largest aspects of Social Security that most people do not understand.  Those who are eligible for the benefits may miss out on a lot of value, as they are not aware of the benefits and what they are entitled to. Larry shares more on understanding the benefits and how to efficiently maximize your Social Security.

Learn more about the Social Security conundrum series in this podcast:

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management