Financial Guides: Retirement + Investing
Exponential Wealth
How to create sustainable income for life. Download your copy of our President and Founder, Tim Goodwin’s book for free.
An Investor’s Guide to Finding Your Right-fit Advisor
Finding your right-fit advisor can be challenging. We’ve made a list of things to consider as you look for an advisor you can trust with your retirement.
Retirement and Tax Planning Quick Sheet
When considering the new 2024 retirement and tax planning guidelines, do you feel scattered and unorganized? Keeping track of all the changes can feel overwhelming. To provide you with some clarity, we created a 2024 Retirement and Tax Planning Quicksheet to help you see all the new updates in one easy-to-follow worksheet. This simple cheat sheet will help you organize and plan for 2024. In the quick sheet, we share the new retirement limits, Income tax brackets, capital gains tax rate thresholds, standard deductions, traditional IRA deductions, MAGI phase-outs, Roth IRA contributions, MAGI phase-outs, and Medicare premiums.
Retirement Income Guide
Calculate your income in retirement and 30-plus income streams for you to consider to help fill in any gaps in your retirement plan.
7 Steps to Planning For Your Happy Retirement
Retirement is a significant milestone in life, and proper financial planning is crucial to ensure a happy and secure retirement. If you are over 55 years old with over $300,000 in investable assets and are asking yourself, “Can I retire?” This guide is here to help you gain confidence, peace of mind, and a sense of security. Following these steps, you can assess your financial situation, set achievable retirement goals, and determine if you are ready to retire.
A Guide to Stewarding Your Inheritance
You received an inheritance. Now what? Did you recently receive an inheritance, and you don’t know what to do with the money? The first step is to take a breath and resist the temptation to make impulsive decisions. This is an exciting gift you have been given, and you want to steward it well. You will want to consider your financial goals, both short-term and long-term. To learn how to steward your inheritance well, download our free guide.
Navigating Medicare options before you retire
A brief guide to help you be prepared and plan ahead.
Navigating Medicare can be overwhelming and daunting as there are so many aspects and parts to consider and the timing is crucial.
Planning for Medicare before retirement is essential to ensure seamless healthcare coverage as you transition into your post-working years. This guide provides a step-by-step approach to navigating Medicare before retirement, including when to take specific actions, how to sign up, and valuable tips for maximizing your benefits. By understanding the Medicare enrollment process and planning ahead, you can make informed decisions in alignment with your retirement goals and financial well-being.
How to Navigate Healthcare in Early Retirement
Introductory Guide for Under-65 Retirees
Are you planning to retire before 65? Are you concerned about how you are going to pay for healthcare in your retirement?
Retiring before age 65 presents unique challenges, particularly when it comes to healthcare coverage. Without Medicare, early retirees must explore other options for medical coverage. This guide offers an overview of healthcare choices for early retirees, outlining benefits, drawbacks, and key FAQs. It’s a starting point, and we recommend consulting a health insurance professional to review your specific needs.
Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. Please click here for further information.
