According to Vanguard's "Advisor’s Alpha" study, a good financial advisor can add about 3% in net returns per year through behavioral coaching, asset allocation, rebalancing, and tax planning. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy discuss, in detail, the reasons behind that performance gap.
Taxes don’t disappear in retirement. In fact, understanding tax implications becomes even more important when you're retired. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through the 4 tax questions you should ask your financial advisor before retiring, including:
Investing can seem complex and confusing, and you may wonder whether you're doing all you can to achieve your goals. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through 5 mistakes you might be making and how to turn things around. Here are those mistakes:
According to the @Bureau of Labor Statistics, the average annual expenses for people 65 plus in 2021 was about $52,141.00, which works out to about $4,345 a month.
Many people assume their taxes will be lower in retirement, but that’s not always the case. In fact, as Dustin with Mundorf Wealth Management explains to Erin Kennedy there are 4 good reasons your taxes might being higher in retirement:
A recent survey by AARP found that many Americans over 50 don't feel confident about their finances. However, if you follow these 3 specific strategies, as explained by Dustin with Mundorf Wealth Management to Erin Kennedy you will certainly feel more in control, and you'll be setting yourself up for a financially happy retirement. Here's a look at those three strategies: