GuidedChoice Investment Advice

Trekking Through Retirement | Understanding Inflation Part 2 Last time, we embarked on a journey to uncover the mysteries of inflation in retirement. 🕵️‍♂️ This week, we're diving even deeper! Join Tom in Part 2 of ou...

Safeguarding Your Retirement Income Amid Inflation This post discusses inflation with respect to retirement income, and how the Retirement Income Solution, or Spenddown module of the GuidedChoice Advisory Service can help.

Trekking Through Retirement | How to Plan for Inflation When I Retire Inflation is like an unpredictable trail on your retirement journey, constantly changing the landscape of your financial future. 📈💼In our latest video, we ...

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Trekking Through Retirement | Crypto as Retirement Income? Is Crypto the Key to a Wealthy Retirement?In our latest episode of Trekking Through Retirement, Tom explores the big question: Can cryptocurrencies secure yo...

Are Crypto Assets, Such as Bitcoin, Solid Retirement Assets? One of the challenges of discussing the merits of different investments is an ethical one. Investment advisors should not give anyone investment advice without knowing the person’s situation, including details about their family, goals, income, wealth, debts, and constraints. This especially goes ...

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Trekking Through Retirement | Gift Tax Rules Gift taxes. What are they? Do they apply to me? How do I strategize my giving? We have the answers for you. Watch our latest video as Tom breaks down this ve...

Gift Tax Rules You may transfer your wealth while you are alive or after you pass. Passing your wealth after you pass is subject to estate tax rules. Passing your wealth while you are alive is subject to gift tax rules.

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Trekking Through Retirement | Should I Spend Differently When I Retire? Join Tom as he guides you on adjusting spending to help provide for a more secure retirement in this episode of Trekking Through Retirement!↓ Download the 3...