Retiree and Pre-Retiree Articles and Videos

Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to consumers!!! Subscribe at the bottom of this page and enjoy.

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Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | April 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security...

Roth IRAs: The Basics and Not-So-Basics

by Charlie Gipple, CFP®, CLU®, ChFC® | April 18, 2022 | Consumer Content, Financial Professional Content, Long-Term Care (Consumer), Retirement (Consumer), Taxes | 0 Comments

With the tax increases that will almost inevitably happen, the entire world is talking about...

Medicaid In Plain English

by Charlie Gipple, CFP®, CLU®, ChFC® | April 17, 2022 | Annuities (Consumer), Consumer Content, Medicaid (Consumer), Special Category | 0 Comments

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was...

Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to sign up for the May 26th webinar on...

Roth IRAs: The Basics and Not-So-Basics

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 18, 2022 | Consumer Content, Financial Professional Content, Long-Term Care (Consumer), Retirement (Consumer), Taxes

With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. So, I thought it would be...

Medicaid In Plain English

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 17, 2022 | Annuities (Consumer), Consumer Content, Medicaid (Consumer), Special Category

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of the attendees and her husband. For...

The Long-Term Care Option You Never Heard Of…

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 12, 2022 | Annuities (Consumer), Consumer Content, Economic (Consumer), Financial Professional Content, Life Insurance (Consumer), Long-Term Care, Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer), Taxes

First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing Long-Term Care Expenses In Retirement" Webinar...

My Story of Mt. Everest

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Annuities, Consumer Content, Financial Professional Content, Retirement (Consumer), Videos

https://youtu.be/QSYBOEWymFY

5 Tax Considerations Before January 1

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer), Taxes

It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of 5 items to consider below. Roth IRA...

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Retiree and Pre-Retiree Articles and Videos

Ex-Spousal Social Security Benefits (Soundbite)

Roth IRAs: The Basics and Not-So-Basics

Medicaid In Plain English

Additional Posts

Roth IRAs: The Basics and Not-So-Basics

Medicaid In Plain English

My Story of Mt. Everest

5 Tax Considerations Before January 1

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