Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: The Topic is the Fiduciary Focus with this show highlighting fees and expenses. – A fee is a known number while an expense is an operating cost that varies from year to year. Conveniently, Wall Street leaves out expenses allowing investors to often have greater unknown expenses rather than known fees. Your soldiers need to be fighting for your financial future, not for Wall Street’s pocketbook. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001
Archives for April 6, 2021
Wills & Trusts: Which one offers more control when you are gone?
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: We all want what is left after we are gone to get to our heirs in the best possible way – least taxes, time, challenges. There are many legal documents you can use, but they are not all the same. Trusts and Wills are different. Which one is right for you? If control of the assets after your demise are your biggest concern, which is best for you to use? Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001
Tax Diversification vs. Tax Deferral
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment, we will cover: Kicking the can down the road” Imagine a cigarette salesperson saying, “Smoke these. They'll give you cancer in the future, and you won't need as much retirement savings.” The same is valid for tax deferral. Use this today, it will feel good now and only jeopardize your retirement later on. Tax deferral, like chocolate cake, feels good in the moment, but it is broccoli that will get you through the journey. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001
Stocks & Bonds: Which of the two have more power in your financial future?
Consider This Program with Joe Clark, CFP and Aaron Rheaume.
In this segment we will cover: Stocks represent equity or ownership of a company. Bonds are debt instruments used to raise working capital for companies, governments, and municipalities. Traditionally, bonds are viewed as less volatile than stocks, but that is not always the case. There are long-term considerations you need to have in your portfolio regarding bonds or fixed income, but they aren't always the correct short-term answer.
Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001