- Видео 286
- Просмотров 20 437
Tim Stearns
Добавлен 22 апр 2020
Tax Planning
Tax planning is a crucial part of managing your finances effectively and ensuring you’re prepared for the future. In this video, I’ll walk you through key strategies for reducing your tax liability, planning for changes in your income, and avoiding common mistakes. Whether you’re navigating retirement, managing investments, or running a business, understanding how taxes impact your financial goals can make a big difference. Tune in and enjoy another insightful episode of 'Protect and Grow' with Tim Stearns, CFP®, owner of TjStearns, INC. For more information, contact Tim Stearns, CFP®, at (800) 868-1194 or visit our website at www.tjstearns.com/.
For more updates on when Tim Stearns upload...
For more updates on when Tim Stearns upload...
Просмотров: 1
Видео
The Difference in Income & Spending
Просмотров 3416 часов назад
Join Tim Stearns, CFP®, as he discusses the two keywords that define finance: spending and income. Tim defines how income can sustain you before retirement, is your biggest wealth-building tool, and is essential to plan out once in retirement. He also discusses the importance of managing spending, whether during retirement or before, emphasizing the difference between living within your means a...
5 Factors to Retire in 2025
Просмотров 72814 дней назад
Retiring in 2025 comes with unique challenges and opportunities. In this video, we explore five important factors to keep in mind as you prepare for this milestone. From navigating market conditions to managing Social Security and retirement accounts, we’ll provide insights to help you make well-informed choices. Whether you’re finalizing your plans or just getting started, understanding these ...
2 Must Answer Questions To Retire
Просмотров 9121 день назад
Retirement planning involves more than just numbers. In this video, we discuss two key questions that can help you evaluate your readiness for retirement. These questions focus on understanding your goals and priorities to ensure you’re making informed decisions about this major life transition. Whether retirement is on the horizon or further down the road, these insights can provide clarity as...
Retirement's Biggest Expenses
Просмотров 24128 дней назад
Retirement comes with its own set of significant expenses that can impact your savings. This episode takes a closer look at the biggest costs retirees typically face, including healthcare, housing, and taxes. By understanding where your money might go, you can make more informed decisions and better manage your finances during this stage of life. For more information contact Tim Stearns, CFP® a...
The Retirement Spending Plan
Просмотров 15Месяц назад
Understanding how to manage your finances in retirement is crucial. In this video, we explore the basics of building a retirement spending plan, covering key considerations like essential expenses, unexpected costs, and maintaining your desired lifestyle. Whether you’re just starting to think about retirement or are already there, this guide offers insights to help you navigate your financial f...
LAST MINUTE PLANNING
Просмотров 102Месяц назад
As the year wraps up, it's time to take a closer look at your retirement plan and consider adjustments that could impact your financial future. In this episode, we’ll explore essential steps for end-of-year retirement prep, including tax implications, investment rebalancing, and contribution strategies. We’ll also touch on how current market trends and inflation might influence your retirement ...
Making The Most Of Your 401K
Просмотров 119Месяц назад
Unlock the secrets to maximizing your retirement savings with our comprehensive guide to your 401(k)! Discover why employer-sponsored plans like the 401(k) are vital tools for securing your financial future. From the convenience of automatic contributions to the allure of employer matches, we explore every aspect of your retirement plan. Learn how to navigate tax-deferral options, seize control...
