Mar 31, 2023
There are 5 big mistakes that retirees make that can easily derail their plans.
*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”
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Mar 23, 2023
With the failure of Silicon Valley Bank (SVB) and Signature Bank, many people are preparing for the worst. On this episode Jake and Kirk discuss exactly what occurred on March 10th, and since then. They break down this particular crisis as well as explain how this effects your wallet.
*“Tax preparation, planning,...
Mar 13, 2023
Risk Tolerance Tools Are insufficient!
When attempting to figure out your risk tolerance towards financial investments, the generic tools and calculators and quizzes available, while helpful, are not enough. In order to really understand your risk tolerance you need this one critical thing.
Mar 10, 2023
This act is the largest retirement reform in the history of America. Here we dig into a newly implemented rule to your 401k savings. “Most people won’t save money unless their employer somehow does it for them in the form of a payroll deduction.” - Suze Orman. This viewpoint from financial planners is what has led...
Mar 7, 2023
On this episode Jake and Kirk discuss one of the most basic retirement planning “rules of thumb,” The 4% rule. Is it time to change that rule?
*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated...