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Finishing Well

Feb 13, 2021

Do you know your tax rate? How about your standard deduction? Hans explains taxes in 2021, especially for those age 65 and over! 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free!

 

You can contact Hans and Cardinal...


Nov 7, 2020

Hans goes over state taxes, social security taxes, pension taxes, estate taxes, and IRA distribution taxes and how they can differ between the state you choose to retire in. 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com...


Sep 19, 2020

Hans and Robby go over why you need a tax preparer, like a CPA, and a tax planner, like a financial planner and what the differences are between the two. 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free!

 

You can...


Jun 13, 2020

Are you thinking about selling your house in retirement and worried about the taxes? Hans and Robby go over capital gains taxes as well as the exemptions to these taxes! They also talk about reverse mortgages and who it might be right for. 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning...


Apr 25, 2020

With the recently passed tax law, the government created a 5 year window of the lowest taxes in over 40 years. So how do you make the most of this window? Hans and Robby go over some strategies to maximize your money and lose less to taxes! Don’t forget to get your copy of “The Complete Cardinal Guide to Planning...