Month: April 2019

  • The College Approach

    The College Approach

    Parents take many different approaches when it comes to college funding for their kids. The approach taken will often be influenced by the approach their…

    Read More

  • You Lost Your Job. Here’s What You Do Now!

    8.10.2024

    Managing Through an Unexpected Job Transition Getting laid off from a job upends almost every aspect of…

    Read More

  • Seniors & Financial Scams

    6.24.2024

    Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play…

    Read More

  • Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST

    6.24.2024

    Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real…

    Read More

  • 529 Plans and SECURE 2.0: More Flexibility

    6.24.2024

    The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of…

    Read More

  • Ep. 6: 3 Ways To Get A High ROM – A Return On Your Memories

    6.3.2024

    Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on…

    Read More

  • Keystone Activities and Their Role In A Happy Retirement

    4.13.2024

    SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…

    Read More

  • Using A Mega Backdoor Roth For A Wealthier Retirement

    4.13.2024

    SummaryIn this conversation, Mark Struthers discusses the concept of the mega backdoor Roth, a strategy that allows…

    Read More

  • Things To Know If Moving To A Low Income Tax State For Retirement

    4.13.2024

    SummaryIn this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the implications of relocating to low…

    Read More