Financial Advisors, Michael Clark and Rob Legenhausen talk through if now is a good time to go conservative. Also, they discuss annuities and the stock market performance so far for the year.
In this workshop, Michael Clark provides tips on how to reduce taxes in retirement.
In this Zoom Webinar, Michael Clark, CFP debunks financial myths and provides strategies on protecting your money.
He goes over key topics such as Estate Planning, Saved Money and Money Owed to Others (debt).
In this Zoom Webinar, Michael Clark, CFP and Greg Roessler, Registered Representative at RJFS discuss what you need to know about two important topics related to navigating retirement: Social Security and Medicare.
Michael Clark touches on the 5 most asked questions when it comes to Social Security and its value. He goes over if it will be there for you, how much you can expect, when you should apply, how to maximize your benefits, and if Social Security will be enough for you to live on in retirement.
Greg Roessler guides you through Medicare health insurance and how it benefits you. He reviews common questions asked about Medicare such as when are you eligible, other creditable coverage options, upcoming changes for 2022, and when can you enroll.
In this Zoom Webinar, Michael Clark suggests three different methods to use when giving to a charity that maximizes your money and reduces taxes.
Michael provides details on these methods and advises on how to use them correctly and why it benefits you. These methods are qualified charitable distribution, donor-advised funds, or gifting assets.
He will also touch on the various types of charities that come to mind when donating.