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.


This webinar provides an in-depth look at what happens to your assets when you pass away and how to avoid costly estate mistakes. It also teaches about the fundamental documents that make up an Estate Plan and various Estate Planning strategies available for implementation.

Topics that were covered include:

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


Our investment team delivered a mid-year recap of the financial markets/economy and also provided some perspective on our outlook for the rest of this year.


Topics Covered: 

• Financial Markets Mid-Year Review

• Economic Mid-Year Review

• Financial Markets Outlook

• Economic Outlook

Financial and real estate markets : mid-year forecast

Highlights of SECURE Act 2.0: 

• Changes to the Required Minimum Distribution Age

• Expanded Catch Up Provisions

• Expanded ROTH Opportunites

• Catch Up 401(k) changes

• College Planning Opportunities

       • Student Loan Matches        • 529 to Roth Rollover

Financial and real estate markets : mid-year forecast

A lot of tax planning strategies must be enacted before the end of the year. Given this, we broke down some of the most common well in advance so that you feel informed about what to consider over the next few months.


Questions that we addressed: 

• Roth Conversions

• Qualified Charitable Distributions (QCDs)

• Retirement Account Contributions (401(k), IRA, Roth, etc.)

• Bunching Itemized Deductions (Charitable, Medical, etc.)

• Income/Expenses Shifting (Accelerate, Delay, etc.)

• Medical Savings Accounts Contributions (FSA, HSA)

• Student Loan Forgiveness (Recent Legislation)


In retirement, the switch flips from the accumulation phase to the decumulation phase. You start to rely on your fixed income sources (pensions, social security, etc.) and savings (investment accounts, etc.) to meet your lifestyle, instead of a biweekly paycheck.

Given this fact, it’s no surprise that many wonder, how do I make my money last? Well, in this presentation, we gear you up with some tips and tricks on how to effectively prolong the life of your assets.

Topics that were covered:
• Tax asset diversification
• Social Security & Pension strategies
• Cash Flow Management strategies (guardrails, bucketing, flooring)
• Safe withdrawal rates & RMDs
• How long to make your money last
• Additional income sources in retirement (home equity, renting, downsizing, etc.)

Financial and real estate markets : mid-year forecast

This presentation focuses on the current state of the economy; financial and real estate markets. Additionally, our team of experts provide some perspective on our outlook for the future. 

Questions that we addressed: 

• Are we headed for a recession? 

• How bad can the bear market get – will it be a grizzly bear or a teddy bear? 

• What will happen with inflation and interest rates? 

• How can the Federal Reserve fight inflation without causing a recession?

• What’s the vision for the economy? 

• What’s the outlook for the financial and real estate markets and what does it mean for my portfolio? 

• What should I know about the new tax legislation (Secure Act 2.0, etc.)? 

• Are there tax and financial planning strategies that I should consider this year?

Medicare benefits a -z


Medicare Specialist Bob Brenardo of Medicare Benefit Advisers, breaks down all aspects of the Federal Medicare Program in this presentation.


Topics Covered : 

• When & How to sign up for benefits
• Medicare Parts A, B, & D
• Understanding premiums, co-pays, and deductibles
• How to choose a Medicare supplement
• Medicare planning strategies

If you are approaching Medicare age (65) or are already on Medicare and want to understand your benefits, this is a must-watch!

The Good, Bad, & Ugly :
reverse mortgages

In this presentation, we addressed how reverse mortgages can be used as a tool in your retirement income plan. Since we do not sell, market, or make money off of reverse mortgages, we can provide you with unbiased advice on this often misunderstood strategy.


Topics Covered : 

• How reverse mortgages work
• The pro’s & cons of reverse mortgages
• The various ways they can be used (paying off a current mortgage, buying a new home, as portfolio protection or as an income source)
• The costs associated with reverse mortgages
• Reverse mortgages and taxes
• Whether the negative stereotype they have is warranted
• Your other options for tapping into home equity in retirement

Your taxes - your investments

Market, Economy, and Taxes : 2021 Review & 2022 Forecast


MoneyLife Series Webinar on Estate Planning. This webinar will provide an in-depth look at what happens to your money when you die and how to avoid estate mistakes. Learn how to prepare for your heirs.

Estate Planning topics that will be covered include:

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

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


  • 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


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