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      01 December

      Five things to be grateful for approaching retirement

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      It is close to Thanksgiving, so I’m going to take a whole new approach to my writing this week. I’m going to talk about gratitude. The first thing I would like to share is my gratitude for my parents. Many …

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      23 November

      Biden’s top five proposed changes for your retirement

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      In March of 2020 I was living in Puerto Rico, but I traveled to Las Vegas, Nevada on a business trip. This trip was scheduled to last a week, and somewhere in the middle of it is when they first …

      Read More
      16 November

      Top 10 Proposed Tax Changes by Joe Biden

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      Since taxes were first imposed in 1913, they’ve gone up and they’ve gone down primarily because of different administrations in the government. Some administrations have run on a platform of lower taxes and less government, while others have run on …

      Read More
      09 November

      Self-directed Roth IRA

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      If you have ever gone on a cruise, you know that the cruise companies do an amazing job of trying to make sure they make money off of everything you do. While you’re on that vacation. It starts with flights …

      Read More
      02 November

      The Prosperity Path

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      I’ve struggled with my weight off and on throughout my lifetime. Maybe some of you can relate to this. My weight issues started when I was a child. From as early as I can remember, my dad used to make …

      Read More
      26 October

      Four Top Risks Multiplied by Longevity

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      About 20 years ago, I decided it was time for a different vehicle. I went down to one of the local dealerships that one of my friends was managing at the time to see if he had anything that would …

      Read More
      19 October

      Better understand what you can expect from a reverse mortgage

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      We live in a world where you can buy anything you want on the internet. As a result, many of us have ordered items, have had them show up to our house, only to find out they were not what …

      Read More
      12 October

      Why you shouldn’t own rental real estate in retirement

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      About 23 years ago, I was living in Las Vegas where I started working with some new clients who had decided to partner up and invest in a bunch of rental properties in Montana. They had formed various LLC’s used …

      Read More
      Top 12 elderly scams and how to avoid them
      06 October

      Top 12 elderly scams and how to avoid them

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      Every one of us is susceptible to being taken advantage of by con artists, and as we age, the problem is magnified. Before I get into the 12 elderly scams, let’s talk about why scamming the elderly has become so …

      Read More
      21 September

      What is rule 72(t)?

      • Posted by DAVE HALL
      • Categories Blog
      • Comments 0 comment

      I’m sure you are already asking what is rule 72(t), and why do I care? I promise I’m going to answer both of these questions for you. Rule 72(t) is a section of the IRS code that allows for penalty …

      Read More
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