If you have a family or assets, you need an Estate Plan. In this video, Dustin at Mundorf Wealth, Erin Kennedy, and Mark Perkins discuss what makes up your taxable estate (Hint: it's more than just your home!) and who needs an estate plan.
Dustin Mundorf was invited to join The Gabe Molina Podcast yesterday to talk about some of the challenges and opportunities around #Retirement Income Planning.
A lot of us want to go into #retirement debt free. But before you pay down that #debt, you should first consider HOW to pay it down while maintaining control of your current and financial future. Here, Dustin discusses The Safe Way, The Optional Way, and The Fast Way.
You want your retirement to be a fitting reward to a lifetime of hard work. But it's hard to know exactly how much money you'll need to achieve your unique retirement goals, without sacrificing your quality of life. In this video, Dustin and Erin break down the three biggest risks to your retirement nest egg.
The Fed has been working quickly to stem a US banking crisis following the rapid collapse of Silicon Valley Bank, the 16th largest bank in the country. We are working closely with our team of investment experts at Brookstone Capital Management, specifically with CIO, Mark DiOrio who wants to remind clients that "client accounts are held in a segregated account and are safe."
More than 70% of adults who live to 65 will need Long Term Care of some kind! Not only is LTC very expensive, but most costs aren't covered by Medicare nor other health insurance plans. As I explain to Erin Kennedy, without proper planning this can wipe out your retirement savings. But before you buy a policy, first, crunch the numbers to answer these important questions...