Make It Last – Ep 37 – 5 Fees You Should NEVER Pay in Retirement & Getting Tax Credit for Charitable Giving

There are 5 fees you should NEVER pay in retirement, and we cover how to get tax credit for charitable giving. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor[...]

Make It Last – Ep 36 – 7 Year End Tax Planning Tips

It’s not too late to take advantage of some year-end tax planning tips. We’ve got 7 of them for you to consider before December 31st. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered[...]

Make It Last – Ep 35 – BitCoin Bonanza & Are Your Medicare Premiums Increasing?

BitCoin is going crazy. But, what is it, and should you be invested in it? Also, new laws might increase how much you have to pay in Medicare premiums next year. Learn all about it in this episode. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder[...]

Make It Last – Ep 34 – 6 Top Short-Term Investments & 7 Common Holes in Your Retirement Plan

Last week at Thanksgiving dinner, I got peppered by family members wondering what the best short-term investments are. I answered them once and for all in this episode, so all I have to do in future family gatherings is to tell them to download this episode and call me with any questions. I also covered[...]

Make It Last – Ep 33 – Especially for Teachers

Recently some allegations have been raised against one of the largest financial services companies on the planet, TIAA-CREF. For years, TIAA-CREF (now just TIAA) has operated as a non-profit helping to manage the retirements of teachers and other school-related employees. Now, however, TIAA operates as a for-profit organization and is under investigation by the state[...]

Make It Last – Ep 32 – New GOP Tax Bill & New Reverse Mortgage Rules

This week, the House of Representatives passed a new proposed tax bill. I’ll cover what the new bill changes about taxes, as well as covering some new rule changes to reverse mortgages and why you probably shouldn’t consider using a reverse mortgage as part of your retirement planning. Make It Last with Victor Medina is[...]

Make It Last – Ep 31 – Exploring 3 Types of Retirement and 5 Signs You May Need In-Home Care

”Retirement” used to mean one thing – the leisure time that comes after decades of work. But, with the advent of new technology and more research about the psychology of retirement, the definition of retirement can mean something else. This episode we will explore 3 types of retirement as well as looking at 5 signs[...]

Why It Makes Sense to Consider Your 2017 Taxes Now

Tax planning should always work in conjunction with your estate planning, and the end of the year is a great time to look ahead to the future with your taxes. It's easy to feel as though we're just at the beginning of the fourth quarter, but it's actually an excellent opportunity to look ahead to[...]

Make It Last – Ep 30 – How To Avoid Affinity Fraud & Top 401k Mistakes

Crooks are getting more creative with how to part you from your money. One of the biggest growing areas is in “affinity fraud”. Learn what it is and how to avoid it. Also, Victor discusses top 401k mistakes, including introducing one investment option that might interest people looking for tax-free growth and tax-free distributions. Make[...]

My Estate Planning is Complete: What Now?

You might assume that after you've taken the care to sit down with a knowledgeable estate planning attorney and articulate all of the relevant documents like a trust, a will and powers of attorney that your estate planning work is done and that all basis have been covered. Bear in mind that there are certain[...]

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