Proactive Tax Strategies

Discovering Your Investment Risk Tolerance: Part I (Ep. 17)

Posted August 23, 2023 • 00:32:38

Risk tolerance isn’t merely about your present investments; it shapes your response to market volatility and ensures your portfolio aligns with your...

Adding International Adventure to Retirement Planning with Karen Bense (Ep.16)

Posted August 9, 2023 • 00:45:12

Just because you are retired doesn’t mean you can’t have fun. Many retirees want to include international travel in their retirement plans, from...

Creating Secure Retirement Income Through Portfolio Diversification (Ep. 15)

Posted July 25, 2023 • 00:18:01

As you enter retirement, your investments become the source of your income. But how can you ensure that your assets will sustain you throughout your...

Ensure Your Home is Protected with Frank Hanrahan (Ep. 13)

Posted June 27, 2023 • 00:45:14

Many retirees are becoming nervous about the cost of homeowners insurance and what that means for their future spending. How much protection does insurance...

Creating a Coordinated Retirement Plan Through Virtual Family Offices (Ep. 12)

Posted June 13, 2023 • 00:28:25

Planning for retirement means thinking about taxes, retirement income, estate planning and the lifestyle during retirement. What will that retirement...