In this episode, financial advisor Keith Collins discusses the financial planning challenges faced by adult children caring for aging parents. He emphasizes the importance of open communication about finances, the role of estate planning, and recognizing financial red flags that may indicate a need for assistance. Collins shares success stories of families he has helped navigate these complex issues, highlighting the significance of proactive planning and support.

Click here to schedule an appointment with Keith and his team or call 508-735-9910.

Follow us on Facebook!

In this episode, financial advisor Keith Collins discusses the financial planning challenges faced by adult children caring for aging parents. He emphasizes the importance of open communication about finances, the role of estate planning, and recognizing financial red flags that may indicate a need for assistance. Collins shares success stories of families he has helped navigate these complex issues, highlighting the significance of proactive planning and support.
Click <a href="https://keithcollinsinc.com/contact/">here</a> to schedule an appointment with Keith and his team or call 508-735-9910.
Follow us on <a href="https://www.facebook.com/keithcollinsinc">Facebook</a>!

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!

On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.

Start streaming now and subscribe to never miss an episode drop!

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!
On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.
Start streaming now and subscribe to never miss an episode drop!

Smart Money Moves

The Challenges of Financial Planning for Aging Parents

Keith Collins of Keith Collins Inc. talks about Qatar’s gift to President Trump of a 747 jet and relates that to the limits people have in gifting. He explains the limit people can receive annually, before taxes kick in. And Keith describes how children inheriting from their parents normally happens in their prime income years and can really impact their tax rates. So, Keith explains how people need to have a plan for decluttering, so to speak, so the people they are leaving gifts for are not left with a mess.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook  

LinkedIn 

Keith Collins of Keith Collins Inc. talks about Qatar&rsquo;s gift to President Trump of a 747 jet and relates that to the limits people have in gifting. He explains the limit people can receive annually, before taxes kick in. And Keith describes how children inheriting from their parents normally happens in their prime income years and can really impact their tax rates. So, Keith explains how people need to have a plan for decluttering, so to speak, so the people they are leaving gifts for are not left with a mess.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting&nbsp;<a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a>&nbsp;&nbsp;
<a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>&nbsp;

Taxes Are a Major Consideration in Gift-Giving

Keith Collins of Keith Collins Inc. comments on Investopedia’s findings that Americans should have $35,000 in an emergency fund and how the average person only had around $8,700. Keith explains how these numbers vary for each household and how people should consult a financial advisor to figure out the figures. Keith shares how a complimentary first meeting with him and his team will help people learn how long their money can last, how much income they can potentially get each month, and how to make a budget to stay within those limits.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

Facebook  

LinkedIn 

Keith Collins of Keith Collins Inc. comments on Investopedia&rsquo;s findings that Americans should have $35,000 in an emergency fund and how the average person only had around $8,700. Keith explains how these numbers vary for each household and how people should consult a financial advisor to figure out the figures. Keith shares how a complimentary first meeting with him and his team will help people learn how long their money can last, how much income they can potentially get each month, and how to make a budget to stay within those limits.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting&nbsp;<a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a>&nbsp;&nbsp;
<a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>&nbsp;

The Ideal Retirement Savings Amount and The Steps to Get There 

Keith Collins discusses a big qualification of pre-tax retirement accounts: required minimum distributions. Keith defines RMDs and the age at which most kick in. He shares why they are mandated and to which accounts they apply. Keith also describes the complexity of individual situations and how an advisor like him helps people plan ahead for RMDs, so they are not surprised by a tax burden later.

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here: https://keithcollinsinc.com/contact/

https://www.facebook.com/keithcollinsinc

https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home

Keith Collins discusses a big qualification of pre-tax retirement accounts: required minimum distributions. Keith defines RMDs and the age at which most kick in. He shares why they are mandated and to which accounts they apply. Keith also describes the complexity of individual situations and how an advisor like him helps people plan ahead for RMDs, so they are not surprised by a tax burden later.
When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here: <a href="https://keithcollinsinc.com/contact/">https://keithcollinsinc.com/contact/</a>
<a href="https://www.facebook.com/keithcollinsinc">https://www.facebook.com/keithcollinsinc</a>
<a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home</a>

The Challenges of Financial Planning for Aging Parents

Smart Money Moves

In 1 playlist(s)

Smart Money Moves

Social links

Follow podcast

Recent clips