Financial Education

Tim talks about how proposed guidance from the IRS about required minimum distributions (RMDs) from inherited IRAs could affect you or your heirs.

The jump to retirement is a big change after working full time for many years or decades. But what if you could start with a part-time retirement? Here's how!

2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees?

Raise your standard of living for half the cost by living abroad? Tim shares some benefits and tips for living abroad in retirement.

Are you considering Social Security? Tim gives you the facts beyond the headlines about Social Security being depleted sooner than expected.

Tim shares how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons.

Tim interviews Maggie Klokkenga, financial coach and owner of Make a Money Mindshift, and we dive into our money mindset.

Tim shares 7 steps for widows and widowers to manage the first year alone, based on estate attorney Anna Byrne's personal and professional experience.

Tim talks about 4 financial mistakes made in 2020 and 3 general financial mistakes that are not specific to 2020.

What is a robo-advisor and how do they compare with hiring a comprehensive financial planner? Tim talks about what a robo-advisor is, how a robo-advisor works, and who may or may not be a good fit for a robo-advisor.

Tim describes how dynamic distribution with guardrails works for on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement.

Tim talks about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made.

There is a lot of confusion about President-elect Joe Biden’s tax proposals. Tim highlights some of Biden’s tax proposals and what they could mean for your retirement.

Since we specialize in working with clients close to or in retirement, Medicare is always a part of our planning process. Today, I am going to touch on some of the basics of Medicare.

Social Security is one of those things that most of us don’t think much about until we get close to retirement. Today we’re going to test your knowledge about Social Security.

Today we welcome Scott Witzig of Morton Community Foundation and talk about donor advised endowment funds.

There are several nuances to inheriting an IRA, depending on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax money, and whether the account owner was required to take RMDs.

We focus on tax planning here at Eagle Ridge Wealth Advisors. Today Tim covers four ways to use charitable giving to your advantage to reduce your tax liability.

Tim discusses estate planning, including why estate planning is important, common misconceptions about estate planning, and how to get started with estate planning.

Tim covers the main types of insurance coverage and how to determine what coverage you need, including life, disability, umbrella liability, property and casualty, and long-term care insurance.