Smart Tax Strategies to help you keep more of what is yours
People often think that Trusts are for the wealthy. In reality their are many benefits to establishing a Revocable Living Trust. In this video, Brandon VanLandingham, CFA, CMT, CFP; discusses the importance of Estate Planning, the difference between a Will and a Trust, as well as the essential documents that make up a solid estate plan.
In this video, Brandon VanLandingham, CFA, CMT, CFP explains income guardrails and the potential for income increases during retirement.
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In this video, Brandon VanLandingham, CFA, CMT, CFP discusses the use of Qualified Charitable Distributions, in order to tithe/give to charity tax-free from an IRA.
In this video, Brandon VanLandingham, CFA, CMT, CFP, discusses why Rules of Thumb may be a good starting point but can, at times, lead people to a false sense of confidence.
In this video, Brandon VanLandingham, CFA, CMT, CFP discuss five changes brought on by the Secure Act that you should be aware of when planning for retirement or currently in Retirement.
Brandon VanLandingham, CFA, CMT, CFP discusses four phases of retirement. Dr. Riley Moynes gave a Ted Talk on the framework he discovered by interviewing retirees. He discovered that most retirees will go through four non-financial phases in retirement.
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