As we close in on the final two months of the year, there’s a lot happening now and plenty to look ahead to for 2024. That’s what we want to spend some time on today by sharing some of the discussions we’re having in our office and some of the questions we’re answering from clients in this final quarter of the year. This includes open enrollment, world conflicts, and financing a new home.
Here’s some of what we discuss in this episode:
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15 Money Resolutions For 2022
Piggy Bank Pies and Abundance Mentality
Taking A Deal Down To The Studs
Mandates and Forced Retirement: What Questions to Ask
Q&A About Long-Term Care, Car Leases and Social Security
Paying off a Mortgage, Emergency Funds and Surviving Spouse
The Fear of Spending Money in Retirement
Q&A: Starting a Business and Dave Ramey’s Advice
What to Know About Accumulation vs Decumulation
Should I Downsize My House in Retirement?
Should I Take Half of My Ex’s 401k or the Pension?
State of Washington’s New Payroll Tax is One to Watch
What to Know About President Biden’s Tax Proposal
How to Handle an Unplanned Retirement
Tough Questions About Family Finances
The Average Client & What Legal Docs You Must Have
How Much Money Do I Need to Retire?
Leaving 401k to My Child
Should You Take Advice From Financial Gurus?
Why Business Owners Need an Exit Strategy
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