Real Wealth® Weekly

Real Wealth^® Weekly is an online radio program with a purpose to educate Americans on financial wellness. Each episode covers a different subject that can help you achieve your financial needs and goals. Listen to past shows, and sign up to receive new episodes each week through the form below!

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^{Episodes are for illustrative purposes only and do not address specific investment objectives, or the financial situation and the particular needs of any person. This is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities.}

Upcoming Events

Taxes in Retirement

If you’re nearing retirement or already retired, you need to understand how taxes (including the new 2018 changes) impact your retirement income. As it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.This workshop will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during the workshop, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money. RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.

November 3, 2018

10:00a - 11:30a

Taxes in Retirement

November 6, 2018

6:30p - 8:00p

Social Security Workshop

This two-hour course offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This course is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved. RSVP is required. Please call (440) 934-9181 or register below to reserve your spot.

November 7, 2018

6:30p - 8:30p

White Paper Download

With uncertain markets, low interest rates & increased volatility, where can retirees invest today?

Download White Paper