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Could you pass a test about Social Security?
Social Security could be over 50% of your retirement income. Do you know the ins and outs of how to claim? Do you know how to maximize your benefit? …
1Â year, 4Â months ago
Death, taxes, and now FEES
The airline industry is making a killing on baggage and seat change fees. But they are rookies compared to the financial industry. Do you know how mu…
1Â year, 4Â months ago
Selling a business before retirement?
If you plan to sell a business or a property to fund your retirement, Charisse can show you how to defer and spread out that tax bill so it doesn't m…
1Â year, 4Â months ago
The Market is Up After the Election, But Should You Still Be Cautious? | Thanksgiving Traditions and Retirement Planning | A Tax Lesson from the Los Angeles Dodgers | 4 Things Republicans & Democrats Agree on Pertaining Retirement
On this week's show:
We're seeing another "Trump-Bump" in the market right now, but will that hold steady in 2025 and should you be more cautious go…1 year, 4 months ago
How to Protect Your Retirement from Uncle Sam
The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (R…
1Â year, 4Â months ago
How will the results of the election affect your retirement? | Someone is not happy about the Great Wealth Transfer | How to protect your retirement from Uncle Sam
On this week's show:
The implications of the recent election results on retirement planning, tax changes, and interest rates. What is the Great Weal…1 year, 4 months ago
The Top 8 Easy Things You Can Do to Get Ready for Retirement
Finding a financial advisor is probably the most important step in getting ready for retirement. We have a list of 8 things you can do before you fin…
1Â year, 5Â months ago
What usually happens to the stock market after an election? | Workers want their pensions back. What if you don’t have one? | The Top 8 things you can do to get ready for retirement | Why should you choose an independent financial advisor?
On this week's show:
Worried about the stock market after the election? Developing your own personal pension. 8 things to check off your list before…1 year, 5 months ago
Interview: Marion County Sheriff Billy Woods
Charisse sits down with Sheriff Billy Woods to talk about the importance of the 1% and half penny sales tax referendum for public safety in Marion Co…
1Â year, 5Â months ago
Sheriff Billy Woods weighs in on the needs of Marion County | Charisse looks at the important retirement issues with a policy comparison of Trump and Harris
On this week's show:
Why does Marion County need to make the current tax structure permanent? Charisse interviews Sheriff Billy Woods. How could yo…1 year, 5 months ago