Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]
Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]
Join Market Advisory Group for a social security and tax class to learn: What social security and tax strategies are still available to me? When should I start receiving my social security benefits? How will this decision affect my spousal social security benefits? Survivor benefits for widowed and divorced spouses? Single, married, divorced or widowed, learn ways […]
Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]
Join us for a one-hour, no-obligation retirement tax workshop where we’ll break down how the latest tax law changes — including the One Big Beautiful Bill — could impact your retirement nest egg. How Roth conversions could save you on state taxes (when done properly) Why Kansas (and some federal) retirees may qualify for special […]
Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]
Join us to learn: What the recent historic tax bill means for your retirement and future tax rates How permanent changes to tax brackets may impact your income strategy Why now may be your best chance to lock in lower tax rates before future adjustments What you need to know about estate planning and gifting under the new tax code How to align […]
Join us to learn: How to prepare for Long Term Care (without a traditional & expensive LTC policy!) How to avoid probate, long delays, and fees all with a simple plan How to protect your hard-earned assets from rising long term care costs How to massively reduce income taxes for your beneficiaries with a coordinated […]
Join Market Advisory Group for a Medicare class to learn: What options you can have to optimize your Medicare coverage (in coordination with your spouse if applicable) Find out the difference between Original Medicare, Medicare Advantage and Supplement Plans (which one is right for you?) Medicare Basics – Parts A, B, C, & D
Join us to learn: How to prepare for Long Term Care (without a traditional & expensive LTC policy!) How to avoid probate, long delays, and fees all with a simple plan How to protect your hard-earned assets from rising long term care costs How to massively reduce income taxes for your beneficiaries with a coordinated […]
Join us to learn: How to prepare for Long Term Care (without a traditional & expensive LTC policy!) How to avoid probate, long delays, and fees all with a simple plan How to protect your hard-earned assets from rising long term care costs How to massively reduce income taxes for your beneficiaries with a coordinated […]
Join us to learn: What the recent historic tax bill means for your retirement and future tax rates How permanent changes to tax brackets may impact your income strategy Why now may be your best chance to lock in lower tax rates before future adjustments What you need to know about estate planning and gifting under the new tax code How to align […]
