Events

Q3 Review and Year-End Tips: Despite Bumps in the Road, We Are Moving Forward

Please join Ryan Malloch on Thursday, October 19th at 4:15pm EST for a review of the economic and market performance from the third quarter.

SAVVY SOCIAL SECURITY PLANNING: What Baby Boomers Need to Know About Their Retirement Income

Learn about understanding your social security benefits and what strategies can help you when focusing on the future of retirement.

Savvy Long-Term Care Planning: 4 Keys to Making a Difference in a Family Caregiving Challenge

4 key tips to help make a difference in a family caregiving challenge.

2023 THIRD QUARTER IT’S NOT THE BEST OF TIMES, BUT IT’S PRETTY DARN GOOD

Looking towards the 3rd Quarter

The New Retirement Rules: Understanding SECURE Act 2.0

As we all know well, taxes are complicated and impact your savings, investments, and retirement plans, we need to first get our arms around the key changes and assess the implications.

How Tax Planning Changes Through Four Stages of Retirement

Here are our four stages of retirement we’ll discuss. These are rough ranges and descriptions. Your experience may differ. This is just a framework for discussing our topic.   First, there’s pre-retirement, the final “work and save” years of 50-60.   Next, the early years of retirement – 60-70, the “go-go years.” People often have grand plans for this time, like traveling, volunteering, starting new hobbies, working part-time, and spending more time with family.   Next, you reach the middle years of retirement – 70-80, the go-slow years, which bring more financial decisions such as how to deal with required minimum distributions from your IRAs and other retirement accounts.   Finally, there’s the later years of retirement, when your health may not be as good and you’re thinking about your legacy and estate – the no-go years, starting around age 80.  

2023 Second Quarter: It Isn’t the Bus that You Are Looking for…

Q1 2023 Marks a Turnaround from a Dismal 2022 Seven Investment Themes According to JP Morgan: U.S. banking system still appears healthy Tight labor market shows welcome signs of cooling Inflation is gradually falling to more manageable levels Federal Reserve is nearing the end of its tightening cycle New cycle of dollar weakness may take hold U.S. economy at risk of slipping into a mild recession After a volatile start to 2023, some investments look more attractive than others

Savvy Social Security Planning: What's New with Social Security? 7 Topics to watch in 2023

What's New with Social Security and 7 Topics to watch in 2023.

Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your Traditional and Roth IRA Assets

During this Discussion Ryan will discuss different tax strategies around your Roth and Traditional IRAs, including the new contribution limits for 2023.

2022: A Tumultuous Year

Recap of 2022 and looking ahead into 2023.

Savvy Generational Planning: Six Steps to Legacy Planning for the Generations

Six Steps to Legacy Planning for the Generations. Learn the importance of estate planning and get started with yours.

Savvy Medicare Planning: Managing Health Care Expenses in Retirement

Managing Health Care Expenses in Retirement.

Third Quarter Review: Markets Behaving Badly

Review of the 2022 3rd Fiscal Quarter

1 Hour to Cyber Security

Education on Cyber Security

Getting Long Term Care Planning Right

Informational discussion on Long Term Care.

Halftime Update 2022: Nowhere to Hide

2nd Quarter Review, Market and Economic Forecast and actions that can be taken by individuals to improve their financial position and take advantage of the adverse conditions.

Savvy IRA planning for Boomers: Strategies to Help you save Taxes and get more out of your IRA

Join us on June 16th, for a presentation on IRA Strategies. During this discussion Ryan will cover the different types of IRA's, their tax Implications, how to Coordinate your distributions with Social Security, and allocation strategies!

Savvy Social Security Planning: What Baby Boomers Need to Know about their Retirement Income

Social Security Rules and Claiming Strategieis

Russia-Ukraine War: Investor Impact & Five Ways to Keep Your Financial Cool

Presentation on the Ukraine-Russia Conflict, the impacts on markets, reactions of the Government and Federal Institutions and an action plan Investors can take with their portfolios.

Tax Changes and What to Expect in 2022

Discuss the Tax Cuts and Jobs Act.

Providing Care for Family and Loved Ones: How Can You make a Difference?

How to create a plan, to ensure your loved ones continued care. How to address medical, legal, financial, and personal issues in your caregiving plan. How care giving impacts the rest of your family and how best to incorporate them into your plan. What professionals should be included on your team to implement your caregiving plan

Planning Ideas for 2022 and Beyond: 2021 in Review and a Look Ahead

2021 review and a look ahead to opportunities in 2022!

Taxes In Retirement: How Tax Planning Changes Through the 4 Stages of Retirement.

Do you know how tax planning changes through different stages of retirement? In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: Basic Rules and Claiming Strategies

A breif 30-45 minute presentation intended to give you all the information you need to make an informed claiming decision!

Quarter 3 Review: Planning Ideas for 2021 and Beyond

We are still feeling the effects of the Pandemic and Quarentine. Effects on the Supply Chain are still being felt as we are seeing inflation rise. Learn how has the market, Federal Reserve and Government reacted and what actions they might take in the future.

Medicare Basics: The Fundamentals You Need to Know

A short 30 - 45 minute discussion on Medicare Fundamentals and the things you need to know before and during enrollment.

What’s new with Social Security?

What's new with Social Security? 7 Topics to Watch in 2021

Q2 Review, Planning Ideas for 2021 and Beyond

Half the year has already past. What is the state of the market as the country starts to open back up. Learn how the pandemic effected the market and how are the FED, Governments and Investors responded. How could this effect your retirement plan moving into the future? Zoom Link will be provided once RSVP is received.

Sample Registration/Landing Page. (copy)

Topic Summary I can chage this image too, Should we IIS Lo

Sample Registration/Landing Page.

Topic Summary I can chage this image too, Should we IIS Lo

Managing Through the Coronavirus Crisis (copy)

Part 1: Whats Happening Part 2: The CARES act and additional stimulus measures Part 3: How does this compare to 2008? Part 4: There is a path forward

Check-In Webinar

Managing Through the Coronavirus Crisis

Part 1: Whats Happening Part 2: The CARES act and additional stimulus measures Part 3: How does this compare to 2008? Part 4: There is a path forward