Have you ever wondered if you’re on track to retire? Studies have shown that the average individual is not on track to retire at the time that they want and in the lifestyle in which they are accustomed. In this episode of Wise Money, Mike Bernard, Kevin Korhorn, and Josh Gregory help you determine how you know if you’re on track to retire, and what you need to do in order to make sure you’re on track.
The Medicaid system can provide very meaningful financial benefits to those in need, however, the rules are complicated and can change frequently. In this episode of Wise Money with Korhorn Financial Group, Josh Gregory and Mike Bernard welcome special guest, elder law attorney, Michael Murphy to discuss everything you ever wanted to know about Medicaid Planning.
One of life’s biggest financial questions is whether or not you should have a Trust. This can be an expensive decision, but when used in the right circumstances it can end up saving you significant dollars in the future. In this episode of Wise Money with Korhorn Financial Group, Kevin Korhorn and Mike Bernard discuss the pros and cons of having a trust, as well as help you know when you need one and when you don’t.
Did your tax return come out as planned, or were you hoping for a better result? Tax Planning is all about getting proactive with your tax situation so that you can put yourself in the best tax position possible. In this episode of Wise Money with Korhorn Financial Group, Kevin, Mike, and Josh discuss tax season successes, what you need to do now to start planning for next year, and answer your tax questions.
Inevitably, many of your financial goals rely upon the risk and reward of various investment vehicles in order to be achieved. With the first quarter of the investment world behind us, Kevin, Mike, and Josh discuss the results of the first quarter and what your expectations should be as we move throughout 2017.