Financial Planning

A Guide to Retirement Planning for Couples LionsGate Advisors

A Guide to Retirement Planning for Couples

September 30, 2022
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If you’re married, retirement planning is a team effort. Or at least, it should be. While discussing finances and estate planning can easily fall by the wayside, it’s important to prioritize with your spouse. Whether you both retire around the same time, at different times, or one spouse hasn’t worked outside the home in many […]

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A Financial Advisor Can Prepare You for A Wintery Market Lionsgate Advisors

A Financial Advisor Can Prepare You for A Wintery Market

September 29, 2022
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When the winter season comes around, you’ll likely have to adjust your routines and prepare for the cold. If you’re in colder states, you may be looking to purchase a new winter coat or snow boots, or skiing equipment for your winter holidays. Or you may be restocking your snow salt for what are soon-to-be […]

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Traveling in Retirement on a Budget Lionsgate Advisors

Traveling in Retirement on a Budget

August 26, 2022
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Retiring is a lifetime achievement marking a new chapter of exploration, journey, and relaxation. That’s why so many retirees choose to travel when they enter retirement! But affording the retirement you planned for isn’t a walk in the park, especially nowadays with inflation affecting where and how we spend, especially when it comes to traveling. […]

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5 Key Components to the Retirement Bucket Strategy Lionsgate Advisors

5 Key Components to the Retirement Bucket Strategy

August 21, 2022
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Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. These five key […]

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What Is a QCD and How Does It Work? Lionsgate Advisors

What Is a QCD and How Does It Work?

August 12, 2022
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You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, payroll tax, and Medicare tax. However, your income in retirement could be significant between investment income, rental properties, pensions, Social Security, and retirement account withdrawals. Then starting at age 72, you will […]

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Securities offered through Larson Financial Securities, LLC., member, FINRA/SIPC/MSRB. Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisory Firm. Larson Financial Group, LLC. is doing business as LionsGate Advisors.

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