Jeff Potter Financial Services Professional with Future Financial Solutions

04/24/2026

When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other levies determine your true cost.

04/24/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

04/24/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

04/24/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

04/24/2026

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and the economy, and what we may see in the near future.

The economy can probably withstand the jump in fuel costs, but prices figure to rise faster, straining many budgets.

03/31/2026

If youre looking for business referrals...
Come join us on April 14

03/20/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

03/20/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

03/20/2026

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their value and better align them with your estate and business goals. Curious how? This article describes best practices such as working with top financial professionals, exploring stretch IRAs, and integrating accounts into trusts to optimize wealth transfer and minimize estate taxes. When you’re ready to learn more rules of the road, let’s look at how these strategies can secure your retirement and protect your legacy for generations to come. https://bit.ly/4uHNisc

03/20/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.