moneylife series webinar library

We are pleased to announce the Anchor Bay Capital MoneyLife seminar series. This series of bi-monthly online seminars will cover financial planning and investment topics that are most important to you during pivotal times in your life.

Social Security: Getting the Most from it in Retirement!

Social Security topics that will be covered include: 

  • Maximizing Your Social Security Benefit
  • Timing/Claiming Strategies
  • Benefit Types
  • Taxation
  • Eligibility
  • Benefit Calculations
  • Benefit Amount Changes (Medicare, COLAs etc.)

Tax HIkes on the horizon? Myths & realities

In this honest & informative webinar, our tax specialists will cover what is real and what is hype and what you may need to do to prepare for any possible changes. We will also discuss year-end tax planning strategies for the rest of 2021.

  • The American Families Plan – changes proposed by President Biden
  • Possible changes to the capital gains rate and stepped up cost basis
  • Possible changes to the estate tax
  • The Secure Act 2.0 – new changes pending in Congress
  • Changes to the required beginning date for retirement plans
  • Planning opportunities from the American Rescue Plan of 2021 and the CARES Act of 2020
  • Tax strategies to maximize retirement

Savvy Cash Flow Planning for Retirement

  • Using tax diversification to make you money last longer
  • Strategies for getting the most from Social Security
  • The right cash flow option – bucketing, flooring or guardrails?
  • The Frugal Investor investment philosophy
  • Using home equity in retirement

What Happens to Your Money When You Die – Avoiding Estate Mistakes

  • How your money passes at death
  • Why everyone needs an estate plan
  • Understanding your estate documents
  • Common mistakes to avoid
  • Question & Answer session

YOUR Health care & elder care plan in retirement

  • Paying for health care in early retirement
  • How Medicare works
  • Medicare supplement coverage
  • Long term care costs
  • Ways to finance long term care
  • Putting together your complete elder care plan

The Impact of Divorce on Your Finances

  • Understanding your options for divorce
  • How spousal support and child support are calculated
  • The impact of dividing assets
  • Tax ramifications of divorce
  • Coming up with a fair settlement agreement

This program is taught by a Certified Financial Planner & Certified Divorce Financial Analyst

MoneyLife for Teens
Saving your MOney

  • Understanding bank accounts
  • Checking account basics
  • Keeping track of your money
  • Investment basics

SMART FINANCIAL TIPS FOR MILLENNIALS

  • Savings vs. Investing
  • Paying off debt
  • How to invest in your 401(k)
  • Using a regular vs. a Roth 401(k)
  • Life insurance, buying a home vs. renting, and other financial topics

TAX STRATEGIES FOR 2021 & BEYOND

  • Common tax mistakes
  • Tax Location
  • Tax Diversification
  • Tax Strategies
  • Tax strategies for 2021 & beyond