Whether you are under 65 and shopping for plans outside of your employer—or as a self-employed business owner—or you’re retired and looking to better understand Medicare, this webinar will help you make sense of your options.

In my experience, I’ve found all of the above roles consist of both great and terrible advisors and everything in between. But just like the guy who finishes in last place at medical school and is still called a doctor, they are all typically grouped as advisors. Many have fancy titles with letters behind their names that mean nothing to the typical consumer. So as a consumer, how do you find the best fit, and what should you look for?

Ryan Daus spoke with local WWMT News Channel 3 Anchor Jessica Harthorn about calculating your needs for retirement and savings strategies to help you get there.

Choosing the right financial advisor can feel overwhelming. The industry is filled with jargon and various credentials. It can be challenging to understand financial professionals’ actual areas of expertise, and having references doesn’t guarantee they’ll be the best match for you.

This webinar will address key topics relevant to both beneficiaries and those planning their estates, including:

• Identifying taxable versus non-taxable assets

• Considerations for different types of accounts, such as IRA, Roth, brokerage, and banking

• Handling inherited real estate

• Essential documents to prepare and locate

• Guidelines for dividing assets among multiple beneficiaries

• Transferring assets during life

Do you understand the differences between trusts, wills, powers of attorney and advanced directives? What functions do they serve and which ones do you need for your situation? Is your current estate plan set up properly? Join Ryan and attorney Phillip Reed to learn about these topics and have your questions answered.

How much tax are you paying? How efficient are your short- and long-term capital gains? Do you need to plan for a Medicare surcharge during retirement? Let us know if you’d like help deciphering your tax return.

How do income taxes work? What is ordinary income vs capital income? How much do you actually pay in taxes and how can you reduce that amount by maximizing your deductions? Join Ryan to learn timely tax planning tips for 2024.

Learn valuable year-end tax strategies & tips for W-2 employees and small business owners with CPA Mike Jesowshek, CEO of the Small Business Tax Savings Podcast.

Curious what you should be talking to your CPA about before and during tax preparation time? Ryan interviews Jim Valk from UHY in Kalamazoo to help our clients see how we can work together with your other advisors and keep your financial plan on track. Many investment decisions will have taxable consequences so it’s important to look at the whole picture.

Watch our video on the market performance for the week of November 28th.

Watch our video on the market performance for the week of August 8th.

Watch our video on the market performance for the week of January 24th.