March | 2023 | Your Investment Partners With Paul & Garrett

Family Dynamics

Today we will be talking about family dynamics. When you’re transitioning from one generation to the next, there’s often some hard conversations that need to take place. When do you bring a child in and what should they know, or if you’re a child helping out mom and dad, what should you know and what can you do to help?

Here are a few topics we will cover:

When to loop in the professionals – typically the sooner, the better
The important documents
What you can do to minimize any surprises
Cleaning up beneficiaries
Settling estates

Connect with Ascend Investment Partners:

Thanks for tuning in. Questions about today’s episode let us know.

https://ascendinvestment.com/

(801) 476 – 1200

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Ways Your Retirement Can Get Off Track

Today we are talking about ways your retirement can get off track. We discuss common mistakes that we’ve seen, and ways you may be able to avoid them. We also talk about questions you should be asking yourself through various financial stages.

Here are a few topics we will cover:

4 Common ways retirement can fall short
Work-optional phase
Side work or part-time work
Long-term savings
Starting early and being consistent
Earnings increases taxes
Having multiple tax buckets to draw from
What’s good now but what’s best for the future
Keeping your options open as much as you can for as long as you can

Thanks for tuning in. Questions about today’s episode let us know.

https://ascendinvestment.com/

(801) 476 – 1200

Podcast: Play in new window | Download

Your Investment Partners With Paul & Garrett

Ascend Investment Partners

Monthly Archives: March 2023

#18 Family Dynamics

#17 Ways Your Retirement Can Get Off Track