by Ashley Micciche | Sep 3, 2019 | Investing, YouTube
A common misconception about investing in Roth accounts is that they are only for young people who have decades until retirement. This advice is just plain wrong! In today’s video, I’m showing you why a Roth is still worthy of consideration if you are over...
by Ashley Micciche | Aug 16, 2019 | Retirement, YouTube
Key Takeaways Do you own a successful small business? Is your business highly profitable? Do you pay too much in taxes? If you said yes to all three, the cash balance plan might be right for you! You are looking at a potential 6-figure tax deduction with the cash...
by Ashley Micciche | Aug 12, 2019 | Retirement, YouTube
Key Takeaways What if you could save over $200,000 extra dollars this year in 2019 and get a tax deduction for it? Today we’re talking about what we think is the best kept secret in the retirement plan industry, the cash balance plan. These plans have absolutely...
by Ashley Micciche | Aug 5, 2019 | Retirement, YouTube
Key Takeaways The timing of your retirement is perhaps one of the most important financial and life decisions that you will make. Period. The timing decision about when you retire has a tremendous ripple effect on your financial situation, psychologically and your...
by Ashley Micciche | Jun 4, 2019 | Retirement
Articles and ideas to help you live a fulfilled and financially secure retirement! In this month’s Retirement Roundup, we are looking back at our favorite Retirement Roundup articles over the last year to help you live a fulfilled and financially secure retirement!...