Topics of interest about finance
Dave Samuels, a Certified Financial Planner™ and the founder and CIO (Chief Investment Officer) of Corinthian Wealth Management explains financial planning and delves into some very important examples in this series of 6 videos for Celebrating Act 2. This is the 6th (Last) in the series — in which Dave breaks down the 5th of … Read more
Dave Samuels, a Certified Financial Planner™ and the founder and CIO (Chief Investment Officer) of Corinthian Wealth Management explains financial planning and delves into some very important examples in this series of 6 videos for Celebrating Act 2. This is the fifth in the series — in which Dave breaks down the 4rd of the … Read more
Dave Samuels, a Certified Financial Planner™ and the founder and CIO (Chief Investment Officer) of Corinthian Wealth Management explains financial planning and delves into some very important examples in this series of 6 videos for Celebrating Act 2. This is the fourth in the series — in which Dave breaks down the 3rd of the … Read more
Dave Samuels, a Certified Financial Planner™ and the founder and CIO (Chief Investment Officer) of Corinthian Wealth Management explains financial planning and delves into some very important examples in this series of 6 videos for Celebrating Act 2. This is the third in the series — in which Dave breaks down the 2nd of the … Read more
Dave Samuels, a Certified Financial Planner™ and the founder and CIO (Chief Investment Officer) of Corinthian Wealth Management explains financial planning and delves into some very important examples in this series of 6 videos for Celebrating Act 2. This is the second in the series — in which Dave breaks down the first of the … Read more
Finances–and everything which that involves–is the most common difficult issue for people…and often the most important! That can be especially true for those of us approaching (or already in ) retirement. Celebrating Act 2 was referred to Dave Samuels, a Certified Financial Planner™ and the founder and CIO (Chief Investment Officer) of Corinthian Wealth Management. … Read more
What you do with your 401K before retirement is important and you have a few options. CPA Bret McMillan answered the call from Celebrating Act 2 to address this dilemma for seniors close to retirement. He offers some important insights.
Pension holders need to understand how their retirement plan differs from a 401K, IRA or other. Pensions offer advantages and some confusing options. Celebrating Act 2 asked our favorite CPA, Bret McMillan, to explain how pensions work and give an overview of what to do before retirement to get the most out of our savings.
Should You draw on SS early at 62 or wait until 66 or get more $$ waiting until 70? CPA and tax expert Bret McMillan shares some facts.
A little-understood but powerful retirement tool–the Roth IRA– is explained by CPA Bret McMillan on behalf of Celebrating Act 2. The Roth is relatively new and has a number of features that make it different. Primarily it has powerful tax advantage in letting earnings grow tax free. Watch as Bret explains and compares to a … Read more