Lifetime Income Series


Cindy Hounsell

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On this week’s edition of The Lifetime Income Series Jim and Cathlyn clarify the confusing “alphabet soup” of retirement plans, starting with the myRA account, introduced by President Obama in his State of the Union address.

Yolanda York

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Last week Jim and Cathlyn covered the basics of a comprehensive financial plan. In order to answer inquiries about different portions of the plan, this week Jim and Cathlyn will focus in on some common goals many people have, and help walk you through financial strategies to achieve those goals.

Cathlyn Harris

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The beginning of the year is a great time to do some financial planning, as you are gathering your financial documents for tax preparation time. This week Jim and Cathlyn walk you through what exactly is involved in a financial plan and how they implemented a financial plan for one of Jim’s clients.

Stan Luxenberg

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This week on The Lifetime Income Series Jim discusses planning for college with John Loeffler. Jim notes that next to purchasing a home, the cost of a college education will likely be the single largest expense facing most parents.

Peter Gravett Secretary of the California Department of Veterans Affairs

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In a special reprise edition of the Lifetime Income Series, Jim and John talk about the importance of a retirement plan from the perspective of choosing a financial planner or investment advisor. They begin by discussing what you need to know and what you need to...

Carolyn Rosenblatt

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In a special reprise edition of the Lifetime Income Series, Jim and Cathlyn discuss the “dollar-crash portfolio”; an investment strategy set to take advantage of a crashing dollar scenario. They discuss whether this type of portfolio is really set up to do what you think it’s supposed to do...

max richtman

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Last week Jim and Cathlyn discussed charitable giving. This week they focus on gifting to friends and family members. They discuss what the IRS considers a “gift”, as well explaining the gift tax and the possible exceptions to the gift tax...

Louis A. Mezzullo

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As this is the holiday season, Jim and Cathlyn are going to focus the next two weeks on the gifting of assets; to charities, to friends and to family members. This week they focus on gifting to charities...

Bob Marckini

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This week on the Lifetime Income Series Jim looks at year-end tax planning strategies. Jim reviews the new tax brackets that went into effect this year, and discusses their implications for tax planning. He also looks at three different tax strategies...

Kevin Barlett

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In a special reprise edition of The Lifetime Income Series, Jim and Cathlyn discuss an important issue in many retirement plans; a second home. It’s estimated that about 40% of Baby Boomers are planning on second homes. For many, a second home – usually a vacation home- is a big part of how they view their retirement years.

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