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If I Inherit A House, Will I Pay Tax?

3K views · 2024-12-28 13:00:40

Do You Owe TAXES When You Inherit An Annuity?

3K views · 2024-12-21 13:00:31

I'm 61 With $1.8M. Should I Avoid ROTH Conversions?

20K views · 2024-12-14 13:00:50

What's YOUR Money Story?

3K views · 2024-12-07 13:00:42

Do You Owe TAXES When You Inherit a Bank or Brokerage Account?

5K views · 2024-11-23 13:01:14

3 Uncomfortable Retirement Truths NO ONE Talks About

10K views · 2024-11-02 12:00:09

WATCH OUT For These Medicare TRICKS This Fall!

2K views · 2024-10-19 12:01:04

The WORST Retirement Lies Told By Finance Gurus

361K views · 2024-10-12 12:06:01

Florida Prepaid VS Florida 529 Plan (Which one wins?)

8K views · 2024-10-05 12:00:46

You’re literally burning your retirement savings (and you don’t even know it)

8K views · 2024-08-31 12:00:30

Harsh Truth: Retiring Early Is WORSE Than You Think

19K views · 2024-08-24 20:03:39

Is Florida Prepaid Worth It?

2K views · 2024-08-17 12:00:54

3 Tax-Friendly Ways To Donate

2K views · 2024-08-03 12:00:56

I’m 60 with $1M. Should I Claim Social Security at 62?

77K views · 2024-07-27 12:01:01

What Happens When You Inherit an IRA?

2K views · 2024-07-20 12:00:09

What Happens To My Social Security If I Work Part-Time?

3K views · 2024-07-13 12:00:44

The Magic of the 5 Years BEFORE Retirement (Double your savings!)

301K views · 2024-07-06 12:00:02

How to pay $0 in tax on a high income (NO Roth conversions needed!)

20K views · 2024-06-22 12:00:27

Why you need a CERTIFIED FINANCIAL PLANNER™

4K views · 2024-06-15 12:00:24

The 8 MOST Common Investment Mistakes (and how to fix them!)

4K views · 2024-06-08 12:00:24

MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)

26K views · 2024-06-01 12:00:39

Secure Act 2.0: NEW Rules for 2024

8K views · 2024-05-25 12:00:22

3 Early Retirement MYTHS! (And one powerful suggestion)

4K views · 2024-05-18 12:00:13

The 5 BIGGEST Mistakes Keeping You From Retiring

8K views · 2024-05-04 12:00:15

CFP® Answers: Will you be able to rely on Social Security at retirement?

2K views · 2024-04-27 12:00:24

CFP® Answers: Can You Retire with $500,000?

8K views · 2024-04-20 12:00:01

Do YOU Need Long-Term Care Insurance?

23K views · 2024-04-13 12:00:42

Why This Election Year Is Different

5K views · 2024-04-03 12:00:15

CFP® Answers: Can You Retire with $750,000?

4K views · 2024-03-30 12:00:17

CFP® Explains: 8-10% Guaranteed Annuity Rates? NOT SO FAST!

10K views · 2024-03-24 18:09:00

CFP® Reveals: The 5 BIGGEST Expenses in Retirement

14K views · 2024-03-16 12:00:23

CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!

3K views · 2024-03-09 13:50:52

CFP® Defines: The Ideal Spending Plan

3K views · 2024-03-04 00:37:13

CFP® Explains: My FAVORITE Fixed Annuity

32K views · 2024-02-25 21:57:04

CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...

35K views · 2024-02-19 14:29:48

How to Appeal Medicare IRMAA in less than 5 minutes! | Julia Lembcke, CFP® | URS Advisory

9K views · 2024-02-15 13:18:09

CFP® Defines: Important Tax Changes for 2024

691 views · 2024-02-12 13:21:40

Joining Medicare this year? Watch THIS!

2K views · 2024-02-04 22:31:40

CFP® Answers: Do You Have A Ticking TAX Time Bomb?

3K views · 2024-01-31 16:57:00

CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory

12K views · 2024-01-26 10:34:30

CFP® Explains: 4 Reasons Why Having Multiple Advisors Hurts Your Bottom Line | Julia Lembcke, CFP®

772 views · 2024-01-17 01:31:40

CFP® Answers: Can You Retire with 1.5 Million Dollars? | Julia Lembcke, CFP | URS Advisory

22K views · 2024-01-11 16:10:35

2023 Year-End Financial Planning Tips | Julia Lembcke, CFP | URS Advisory

545 views · 2023-12-11 16:41:15

Medigap vs. Medicare Advantage | Julia Lembcke, President and Managing Director, URS Advisory

986 views · 2023-11-20 17:23:46

Which Medicare Plan is Right for You? | Julia Lembcke, President and Managing Director, URS Advisory

523 views · 2023-11-20 17:08:00

The Savings Formula | Where to Save Order of Operations with Julia Lembcke, CFP of URS Advisory

2K views · 2023-11-14 22:28:49

Medicare Increases for 2024 | URS Advisory

902 views · 2023-11-14 00:31:46

4 Parts of Medicare...and what they cover! | URS Advisory

799 views · 2023-11-02 02:11:40

Medicare Enrollment Guide: Turning 65 or Leaving Employer Coverage | URS Advisory

767 views · 2023-10-23 15:57:57

4 Steps to Secure an Early Retirement | Julia Lembcke, CFP® | URS Advisory

4K views · 2023-10-23 15:49:43

Financial Planning to Secure Your Future | Julia Lembcke, Managing Director and Head Planner

2K views · 2023-10-10 21:16:55