Should You Rollover Your Old 401(k)?
Did you know the median time a worker stays with the same employer is just four years? That means you probably have an old 401(k) or 403(b) out there. Ready to take control of your financial future? Watch this video to learn about your options to optimize your retirement savings.
How Your Retirement Income Affects Medicare Costs (and What You Can Do)
Explore how your retirement income influences more than just taxes—it also impacts healthcare costs. Increased income can result in higher Medicare premiums. Find out how strategic income planning can help you prevent unnecessary charges and save on healthcare expenses.
Investment Hierarchy (Which Accounts to Fund First)
When a person gets started with investing, it can be a challenge knowing where to begin. What type of accounts should you consider and in what order should you fund them? Watch this video to learn some general guidelines for the “investing hierarchy” that can help you decide which accounts to fund first.
Make Lemonade: Offsetting Gains with Losses
Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their tax bill.
Spousal Social Security Benefits
Spousal Social Security benefits provide financial support to married individuals who may not have earned enough Social Security benefits on their own, or have lower benefits compared to their spouse’s. In this video Tony Marquez, Senior Vice President and Wealth Advisor at GreenUp Wealth Management, explains how these benefits work and discusses spousal benefit claiming strategies that can help married couples maximize their combined Social Security benefits over their lifetimes.
Should You Delay Social Security Benefits?
GreenUp Wealth Management explains when delaying Social Security benefits may make sense, including retirement income, longevity, taxes, and claiming strategy.
Should You Take Social Security Early?
GreenUp Wealth Management explains when taking Social Security early may make sense, including age 62 benefits, retirement income, longevity, and health considerations.
Focusing on Your Financial Wellness
Financial wellness is an important but often overlooked component of personal success. Many people believe that wealth and financial freedom are impossible to attain, but it doesn’t have to be this way.
Six Financial Resolutions for the New Year
As 2023 approaches, we are reminded that a new year represents a new beginning, bringing new possibilities and opportunities. People worldwide take inspiration from this and make New Year’s resolutions to improve their lives in many areas, including physical health, emotional well-being, finances, quality of life, and spending more time with family and friends. On this podcast, we talk about the psychology behind successfully implementing New Year’s resolutions. We then specifically focus on finances and provide six financial resolutions for 2023 to help you achieve your financial goals.
Financial Strategies to Consider Before Year End
As 2022 comes to a close, here are some things to think about before year-end. The end of a calendar year is a good time to meet with your wealth advisor to review your overall financial plan, discuss any changes to your individual circumstances, and implement any available tax strategies. If you don’t have a wealth advisor, now is a great time to begin a conversation so that you can begin 2023 with the confidence that comes with a solid financial plan designed to help you reach your goals.