Posts Tagged ‘Investments’

The Importance of Knowing Your Insurance

David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: Karen, how are you? And why…

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Taxes, Taxes and More Taxes!

David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry Today we’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that I want to share a quick story. Last…

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Common Mistakes in the Marketplace

Are you aware of the most common mistakes people are making as they near retirement? Do you know where to get answers to your retirement questions? Join our retirement planning experts as they discuss the most common mistakes they see people making as they near retirement. — David, set the table for us. What are…

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I’m Retiring And Overwhelmed

  Vacationing to far-off places can seem like a dream. When we think of all the planning that has to be made, we come to realize that maybe that goal by the end is too far off. Much like when we plan for our retirement, the need to plan is very important for everything to…

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Social Security Misconceptions

  Many people would claim that they are all familiar with social security. Yet studies show that people don’t have an accurate sense of how much money they’re going to receive from it. Part of the reason why that’s the case is because of the misconceptions that cloud social security and what it is all…

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Proposed Tax Laws And Your Future

  People living their lives with a million things on their plate would want nothing but time on their side. However, getting caught up with a lot of things could also mean not having the time to prepare for retirement. Planning it before it arrives will surely afford you all the time to relax and…

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Retirement Vs. Politics

  To navigate your retirement with the utmost freedom and joy, you need to have financial education and a financial plan. Knowing the dos and don’ts will fully equip you to what’s inevitably coming for all of us. Before you immediately dive into any advisors there are around, you must make sure whether you are…

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