The end of the year is a great time to start thinking about your taxes for the upcoming year That's why Peter with Richon Planning and Erin Kennedy are sharing tax saving tips you can do now to help you get on track for Max Out Your Roth IRA Tax Loss Harvesting Consider Your Tax Filing Status Seek Tax Efficient Investments If you have any questions about Roth Conversions or if you'd like to talk through specific tax efficient investments including Health Savings Accounts s or Qualified Charitable Distributions please reach out to Peter by calling - or visit www [... more]

Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss health savings account and medicare Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

If you don't have a tax plan you don't have a retirement plan In retirement you not only want to maximize your income but you also want to minimize your tax bill In this video Peter Richon with Richon Planning and Erin Kennedy break down three strategies that will help you keep more money in your pocket including Roth Conversions take advantage of today's historically low tax rate Have an RMD Strategy consider earlier distributions or Qualified Charitable Distributions Explore Health Savings Accounts the only triple tax advantaged retirement account that can help with what's often your biggest expense in [... more]

Did you know that a health savings account can save you a lot of money now and give you a healthier retirement income later On today's Faith amp Finance Live host Rob West will talk with Mark Biller about what makes an HSA a great back up retirement account that you might want to consider using Then Rob will answer some questions on different financial topics See omnystudio com listener for privacy information [... more]

Financial advisors will tell you that a health savings account is a great way to meet medical expenses nbsp But even if you rsquo re eligible an HSA may not be your best option On today's MoneyWise Live Rob West will explain some details about HSAs and help you decide if having one is a good fit for your financial situation Then he rsquo ll answer your questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]

This week Hans and Robby discuss IRMAA aka Income-Related Monthly Adjustment Amount In layman's terms it's Medicare tax for high income people Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Hans and Robby discuss Medicare and what that means for those turning in Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Most of us are aware of the three main credit bureaus that monitor our transactions But did you know there are several others that are also keeping tabs on you nbsp On the next MoneyWise Live hosts Rob West and Steve Moore reveal the various kinds of agencies involved in determining your credit-worthiness We rsquo ll tell you about the little-known credit bureaus on the next MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

The Affordable Care Act of made health savings accounts or HSAs more popular nbsp But now they rsquo re almost a necessity The need to offset the rising costs of deductibles has made HSAs an appealing option for many Americans On the next Moneywise Live hosts Rob West and Steve Moore explain how an HSA can save you money now and decades into the future It rsquo s the nuts and bolts of HSAs on the next MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

For many people debit cards have replaced checks or credit cards Despite their ease of use debit cards pose several risks that can impact your bank account balance credit score or even identity fraud On the next MoneyWise Live hosts Rob West and Steve Moore discuss the dangers of debit cards Listen here before you swipe on MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

In the midst of summer we usually don rsquo t think about the fact that Christmas is coming But with a little planning and execution now one of the major sources of holiday anxiety can be eliminated On the next Moneywise Live hosts Rob West and Steve Moore share ways to help you avoid overspending and put the happy back in your holidays Preparing for Christmas in July on the next MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

The federal government spent trillions of dollars to help individuals and businesses suffering from coronavirus shutdowns But we rsquo re now left with the question what parts of those stimulus packages are taxable On the next Moneywise Live hosts Rob West and Steve Moore have answers about taxes and the CARES Act Learn what rsquo s taxable and what rsquo s not on the next MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

If you don rsquo t know what HSA stands for it rsquo s time to find out Health savings accounts or HSAs are a great way to save on medical expenses and reduce your tax liability On the next MoneyWise Live hosts Rob West and Steve Moore break down the facts about HSAs and help you understand if they rsquo re the right move for you It rsquo s all about HSAs on MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

With millions of Americans unemployed and in-person services canceled many churches have seen a decline in income The act of giving is an integral part of church services but online giving has helped to offset the decline in financial contributions On the next MoneyWise Live hosts Rob West and Steve Moore welcome Brian Kluth who offers a battle plan for churches to help weather their financial challenges COVID and church giving on MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]

Now that Barack Obama has left the White House congressional Republicans can make a serious effort to repeal and replace his namesake health care law Katherine Restrepo the John Locke Foundation's director of health care policy analyzes key elements of the GOP health care reform proposals Donald Trump's presidential election win could lead to major shifts in the future of the U S Supreme Court Campbell University Law School professor Greg Wallace assesses Trump's likely impact on the nation's highest court especially with an initial appointment to replace conservative icon Antonin Scalia North Carolina's senior U S senator Richard Burr [... more]