TEASE

Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts.  He also lays out the facts on longevity and how to remove the risk from “longevity risk.”  The discussion then moves to strategic giving at the end of the year.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts.&nbsp; He also lays out the facts on longevity and how to remove the risk from &ldquo;longevity risk.&rdquo;&nbsp; The discussion then moves to strategic giving at the end of the year.
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>
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Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!

Financial Safari with Marty Nevel

End of Year Financial Moves

Marty discusses the essential aspects of retirement planning, emphasizing the importance of starting early, saving adequately, and avoiding common financial missteps. He highlights the need for a comprehensive plan that accounts for various income sources, inflation, healthcare costs, and unexpected expenses. The discussion also covers investment strategies tailored to different life stages, the significance of long-term care planning, and the role of annuities in securing a stable income. Ultimately, the conversation underscores the necessity of having a flexible and adaptable retirement plan to navigate life's uncertainties.

Reach Marty at 888-519-9096

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

 

Marty discusses the essential aspects of retirement planning, emphasizing the importance of starting early, saving adequately, and avoiding common financial missteps. He highlights the need for a comprehensive plan that accounts for various income sources, inflation, healthcare costs, and unexpected expenses. The discussion also covers investment strategies tailored to different life stages, the significance of long-term care planning, and the role of annuities in securing a stable income. Ultimately, the conversation underscores the necessity of having a flexible and adaptable retirement plan to navigate life's uncertainties.
Reach Marty at 888-519-9096
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>
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Key Strategies for Retirement Success

Marty discusses the relationship between wealth and lifestyle, emphasizing that for many, including himself, winning the lottery would not significantly alter their way of living. He highlights the importance of comfort, which he believes is relative to individual experiences and expectations.

 Reach Marty at 888-579-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty discusses the relationship between wealth and lifestyle, emphasizing that for many, including himself, winning the lottery would not significantly alter their way of living. He highlights the importance of comfort, which he believes is relative to individual experiences and expectations.
&nbsp;Reach Marty at 888-579-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>
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Wealth and Lifestyle: A Deeper Look

In this conversation, Marty emphasizes the necessity of having a retirement plan and outlines five essential steps to initiate the planning process. He discusses the importance of financial security and offers insights into effective investment strategies for retirement savings.

 Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

In this conversation, Marty emphasizes the necessity of having a retirement plan and outlines five essential steps to initiate the planning process. He discusses the importance of financial security and offers insights into effective investment strategies for retirement savings.
&nbsp;Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>
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End of Year Financial Moves

Financial Safari with Marty Nevel

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Financial Safari with Marty Nevel

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