by Bill Lethemon | Feb 12, 2019 | Best of..., Financial Planning, Retirement Planning, Social Security, Video
One question I get asked all the time is what happens to my Social Security benefit if I retire early. Social Security benefits are based off of your best 35 years of work history. In this video I break down your Social Security Benefit to show you how your Social...
by Bill Lethemon | Jan 23, 2019 | Best of..., Financial Planning, Investing, Retirement Planning, Video
Do you know how the different types investments you own impact your income taxes? Short term capital gains, long term capital gains, Interest income, distributions from retirement accounts. Each has its own unique set of taxes rates and rules. In this video I break it...
by Bill Lethemon | Jan 17, 2019 | Best of..., Bill's Favorites, Financial Planning, Health Care, Retirement Planning, Video
Planning to retire early? Before Medicare kicks in at age 65? Don’t be shocked with what could be your single largest retirement expense. Healthcare continues to be a top concern for people as they approach retirement. According to Fidelity Investments a couple...
by Bill Lethemon | Nov 20, 2018 | Best of..., Financial Planning, Retirement Planning, Video
It All Starts With a Plan, We Call It WealthVision Learn how WealthVision can help you organize your finances, identify your gaps and optimize your resources to fill those gaps so you can plan for your dream retirement LEARN MORE! What I Do I help individuals make the...
by Bill Lethemon | Jul 31, 2018 | Financial Planning, Video
The Way I see it, there are Three Questions You Need To Ask Your Financial Advisor. Now this could be for a financial advisor that you’re already working with, or it could be for a financial advisor that you’re thinking about working with that you’re...
