5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article
from Kiplinger’s magazine (linked below) as they discuss the “Five Biggest Stealth Costs
in Retirement.” The conversation begins with the notion that most people planning for
retirement have a basic understanding of their future cash flow needs. Chris and Jeff dig
into the costs that many people make incorrect assumptions about or ignore all together.
Included in the conversation are unexpected health care costs, income tax errors,
unanticipated financial emergencies, family member needs/gifts, and the long-term
impacts of inflation.
https://www.kiplinger.com/retirement/the-biggest-stealth-costs-in-retirement
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

Don’t Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode begins with Russ Ball outlining a new “super catch-up” for workers ages 60-64, which leads to an overall review of retirement account limits and special catch-up opportunities. Jeff shares clients’ stories where two public employees incorrectly assumed they would not be eligible for Social Security. Chris brings up other topics not to make assumptions about, including beneficiaries and 401K investment allocations.
For more information or to reach TEAM AMR, click the following link:

https://www.wealthenhancement.com/s/advisor-teams/amr

One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently
passed House of Representatives Budget Bill known as the “One Big Beautiful Bill.”
The trio discusses the key items in the Bill, including making the Tax and Job Act income
tax reductions permanent, eliminating taxes on overtime and tips, and increases in border
and military spending. Jeff notes that the promises of significant reductions in Federal
spending were not achieved in the House Bill. Chris and Russ offer thoughts on the
likelihood of the House version passing in the Senate.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr