Are you ready to take control of your financial future? In this episode I am joined by Anthony Ruffalo, CFP and we have a candid and authentic conversation about core financial planning essentials. Financial Planning can be broken down into 3 key parts; Retirement, Education and Survivorship. Something Anthony calls RES. We will be guiding you through the key strategies to build a stable financial foundation.

Do taxes go away when you retire? Well, some do. Like FICA and Medicare that was deducted from your paycheck when you were working. But there are certain taxes that still would come into play when you retire that takes some tax planning strategies.
Lets get into those taxes you may face when you retire and ways to help minimize taxes in retirement.

Here is the IRS social security tax calculator: https://itap1.for.irs.gov/owda/0/inve...

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Helping you to be wise with your money!
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For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉https://go.oncehub.com/keithwilson1

I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.

I trust the information you receive through these videos
proves helpful with your personal financial situation!

Website: www.wfa-nc.com
Facebook:

Retiring early requires a LOT of planning. Here are 5 things to consider.

Schedule a consult with me, it's free!:
https://go.oncehub.com/keithwilson1

Get my weekly newsletter here!: https://lp.constantcontactpages.com/s...

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉https://go.oncehub.com/keithwilson1

I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.

Website: www.wfa-nc.com
Facebook: / keithwilsonf. .
Linkedin: / keithwils. .