News From Mike

Long-Term Care Without Insurance

January 11, 2021

Long-Term care. While it’s not fun to think about, but if you narrow down your choices a bit, making a plan for what for some ends up costing several thousand per month becomes less daunting.

Join Zach Holcomb and Michael Reese, CFP as they discuss a new way to take long term care in retirement, along with other strategies to plan for health care coverage in your retirement years.

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Spousal Tax Trap

December 21, 2020

When you lose a spouse, your tax picture drastically changes, and not for the better.

One spouse will be on his or her own most likely for at least a few years. And what happens to that person financially is something they both should think about long before it happens.

While this can be an uncomfortable topic, it is important to address this.

Join Zach Holcomb and Michael Reese, CFP as they discuss ways you can prevent leaving your spouse with an uncertain tax future.

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How Much Money Do You Need to Retire?

December 07, 2020

Have you ever asked yourself “how much money do I need to retire?” That is a loaded question. But it’s important to have some idea of where you want to go so you can plan for it.

Join Zach Holcomb and Michael Reese, CFP as they discuss 4 factors to help determine the answer to this burning retirement question.

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