With COVID-19 the recent market volatility, it's more important than ever to stay informed. If you have any questions about any of this information and how it might apply to you, please give me a call at 585-586-5505, or send me an email at jason.grover@lpl.com. I'd be happy to set up a complimentary digital consultation.
Best, Jason Grover
Jason Grover, AIF® |
Wednesday, March 13, 2024
This week we are going to focus on asset allocation. What it is, how it’s done, and why it is so important. Let’s get started! Asset allocation is the strategic distribution of investing funds across different asset classes...
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Jason Grover, AIF® |
Wednesday, March 6, 2024
In the ever-evolving landscape of finance, the quest for sound investing remains a timeless pursuit. Whether you're a seasoned investor or just dipping your toes into the waters of financial markets, understanding the fundamental...
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Jason Grover, AIF® |
Wednesday, February 28, 2024
This week we’re wrapping up our discussion of taxes in retirement with a look at one way to protect your heirs from tax implications when it comes to your IRA. When planning your retirement, it is easy to focus solely on...
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Jason Grover, AIF® |
Wednesday, February 21, 2024
This week we are going to talk about Social Security benefits which are an important component of any retirement income plan. Many retirees are surprised to learn that their Social Security income can be taxed, and taxed a lot!...
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Jason Grover, AIF® |
Wednesday, February 14, 2024
This week, we’ll look at Required Minimum Distributions or RMDs and how they can affect your tax bracket. We’ll also look at ways to minimize their effect on your taxable income. Let’s start with what an RMD is....
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