In this Financial Quick Hits, Kevin McDermott concludes his series about preparing for retirement. Kevin gives a synopsis of how individuals can go about financially planning for their retirement. He also talks about the importance of identifying your retirement goals. ...
In this Financial Quick Hits, Kevin McDermott continues the series about preparing for retirement. Kevin talks about what happens when you retire and the paychecks stop coming. He walks through the various sources of income available once you retire and ...
In this Financial Quick Hits, Kevin McDermott continues the series about preparing for retirement. Kevin talks about what happens if expenses in retirement are greater than you expected, or an event occurs that requires a large withdrawal from your savings. ...
In this Financial Quick Hits, Kevin McDermott continues the series about preparing for retirement. Kevin talks about how can one be sure we’re picking the right retirement date. He also shares some details about options beyond just waiting until later ...
In this Financial Quick Hits, Kevin McDermott begins a new series about preparing for retirement. He talks about the questions you need to ask as you start to think about retiring. He also talks about the role of your financial ...
In this Financial Quick Hits, Kevin McDermott concludes his series on estate planning. This week Kevin talks about Donor Advised Funds. This is a very effective way to make charitable donations. Watch to learn more. Financial Quick Hits is sponsored ...
In this Financial Quick Hits, Kevin McDermott continues his series on estate planning. This week Kevin tackles the topic of Charitable Remainder Trusts. A CRT enables you to give money both to a beneficiary and a cause you care about. ...
In this Financial Quick Hits, Kevin McDermott continues his series on estate planning. This week Kevin talks about creating an “All-Knowing” file, which is a place where all of the essential information is kept in case something happens unexpectedly. Watch ...
In this Financial Quick Hits, Kevin McDermott continues his series on estate planning. This week Kevin talks about special estate planning issues. These can include blended families, children with special needs, and pets. Financial Quick Hits is sponsored by Morgan ...
In this Financial Quick Hits, Kevin McDermott continues his series on estate planning. He explains what a fiduciary is and what they do. Kevin also talks about the different types of fiduciaries in an estate plan. Financial Quick Hits is ...