by Bill Lethemon | Mar 1, 2019 | Best of..., Financial Planning, Retirement Planning, Video
How much money do you need to retire? $1 Million? $2 Million? $3 Million? Thats what this video is all about! Traditionally calculating your retirement savings goal required estimating and adding up all of your expenses. While this is certainly a great thing to do, it...
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 26, 2018 | 401k, Best of..., Bill's Favorites, Financial Planning, Retirement Planning, Social Security, Video
Today I’d like to talk about the Retirement Planning Timeline, and some of the key ages and milestones that you might want to think about in terms of your financial planning and getting ready for retirement. Let’s start all the way over at age 50, where the...
Is your budget focused on the wrong things?
Ever heard a Financial Planner or read an artic...
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