boost your financial savvy with ashley
Weekly YouTube videos with essential financial information in 10 minutes or less.
- Business Exit Planning Tips
- Retirement Planning Secrets
- Tax and Investment Strategies
I came across an article recently that said “94% of Americans cannot pass a basic financial literacy quiz.” Obviously that’s not good… but I wasn’t surprised either!
In today’s video, I’m focus on the 3 most important things I try to convey to my clients before starting IRA withdrawals, and especially before starting those required minimum distributions at age 72!
If you’re wondering how Biden’s tax plan is going to impact everything from capital gains to your 401k to estate and inheritance taxes, tune in this week!
If you’re unlucky enough to be near retirement during a downturn in the economy, your industry, or your company, you could be faced with an early retirement offer. Should you accept it?
Squandering an inheritance is the exception, not the rule. Statistics show that only about ½ of an inheritance is saved and invested. So this week I’m going to help you make smart decisions about what to do with your inheritance.
If you’re not where you want to be financially, it can be easy to feel overwhelmed by all the things you should be doing to get you closer to your financial goals.
When you start researching all the things you should do before retirement, the process seems overwhelming – especially if you don’t have all your ducks in a row!
I don’t have the ability to predict the future, but I think it’s a worthwhile exercise to look at the current trends happening in the stock market and the economy that will likely continue into 2021!
To say that interest rates are low right now is an understatement! This week on The One Minute Retirement Tip Podcast, I’m talking about “5 types of bonds to own now.”