Reid-Financial

Reid-Financial Let us build your Financial Future. Do you have insurance based on your needs? Are you utilizing all aspects of your policy? Are you worried about taxes?

Book a free appointment to check your status.

05/18/2022

When we head into a bear marker how will that impact your financial future. Minimize your risk and don't suffer because of market corrections. The FED has two choices raise interest rates until we cash into a recession or ignore inflation. Neither is a good choice but one of the two will happen.

If you are about to retire or starting to plan to retire you will not want to skip this Money School. Watch the trailer ...
05/15/2022

If you are about to retire or starting to plan to retire you will not want to skip this Money School. Watch the trailer and you will want to register and save your financial future. You will not see this on MSNBC or FOX business I can guarantee that. Join for free tomorrow May 16th at 8pm and receive your access code. See you there

May 16th: INTERVIEW WITH DOUG ORCHARD, DIRECTOR OF THE BABY BOOMER DILEMMA

Pre Pandemic Debt $22,700,000,000,000May 4, 2022 Debt $30,425,887,248,798
05/04/2022

Pre Pandemic Debt $22,700,000,000,000
May 4, 2022 Debt $30,425,887,248,798

Were does the government get all this money they are spending. Well to keep it short and simple they get it from taxes. ...
04/28/2022

Were does the government get all this money they are spending. Well to keep it short and simple they get it from taxes. Below is a history of government expenditures. As we can see its been on a consistent increase from 1960, but since 2020 it has been astronomical. Were are they getting this money, well current and past spending is paid for with our current and future tax dollars. Everyone thinks taxes will go up but most are not aware of how drastic they will spike. If you are overloaded in deferred and taxable accounts your tax risk is far worse than you would ever believe.

If you truly understood how tax-deferred/tax-postponed accounts work millions of people would stop funding over the matc...
03/30/2022

If you truly understood how tax-deferred/tax-postponed accounts work millions of people would stop funding over the match. You are postponing the tax when taxes are as low as they have ever been in our lifetimes to a future date. By going over a match you are forfeiting liquidity of that money and exposing it to taxes and market risk. Learn what alternatives will blow the socks off a 401k.

Retirement has been changing at a rapid pace. People are living longer, medical costs are rising, and fixed income of th...
03/01/2022

Retirement has been changing at a rapid pace. People are living longer, medical costs are rising, and fixed income of the past is losing its value. The risk was shifted from the businesses and government to you. Build a plan to overcome these challenges and retire with confidence.

I was reading an AARP article called, “10 Shocking Money Facts” The most alarming point that stood out was that less tha...
02/24/2022

I was reading an AARP article called, “10 Shocking Money Facts” The most alarming point that stood out was that less that 15 percent of American workers are very confident they will have enough money to get through retirement. That number is frightening to say the least and I blame it on people not having a plan. To have a plan that lines up with your values and goals will give you perspective on what you should be doing. There are so many ways that a professional can help. From eliminating debt to building wealth builder accounts we are masters of our craft. The first step is to set up a free appointment. This will be essential to get the ball rolling and outline your values. Then we build a plan based on your values and goals. Then you implement that plan. A few hours of action will help you go into retirement with the confidence that you and your family deserve.

02/22/2022

Mission One Million-Notes
• Need a Blueprint going into retirement, regardless of age
• Foundation Risks- Cash Flow, Markets, Taxes
• Cash Flow- the control over your income and where it goes: savings, debt, retirement, lifestyle

Single Largest Financial Mistake – how people finance their home
*Educated Refinance- debt elimination, opens cash flow, wealth tool

Market Risk- Timing- Losses in early retirement impact your ability to recover
*Sequence of Returns- Market losses in the first 5 years of retirement could shorten retirement funds up to 15 years
Asset Allocation and Diversification- Proper risk management based on your age

Taxes
Qualified plans- are called Tax Time Bombs by *Ed Slot
Tax deferred = Postponing Taxes
What will tax rates be when you retire?
Tax Diversification- Tax-deferred, Taxable, Tax Free
*Tax Free assets- municipal bonds, Roth IRA, Cash Value Life Insurance

Summary: Taxes are as low as they have been, and our debt is as high as ever. Equity management has a major impact on your finances. Market risk in early retirement could eat up years off your retirement plan. Your Financial plan should create the income you need in retirement & keep it safe from retirement risks.

Join us tonight at 8pm or register for free to get the link. Now more than ever is it important to understand the treats...
02/21/2022

Join us tonight at 8pm or register for free to get the link. Now more than ever is it important to understand the treats to retirement and how to avoid them. This will be one you don’t want to miss.

Feb 21st: NEW PRESENTATION! One Million People Out Of Debt, Creating Wealth One Family At A Time.

What do people want out of their money? Highlighted below are very common responses. What if I said everything below is ...
02/14/2022

What do people want out of their money? Highlighted below are very common responses. What if I said everything below is all bundled into an asset only the elite utilize. Well it’s time for you to benefit from it.

Maximize Social Security and learn how to minimize taxes in retirement this Monday the 24th. Join the free webinar today
01/21/2022

Maximize Social Security and learn how to minimize taxes in retirement this Monday the 24th. Join the free webinar today

Jan 24th: "MAXIMIZING SOCIAL SECURITY AND MINIMIZING TAXES IN RETIREMENT"

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