Taxes Blogposts

Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities, Life Insurance, Long-Term Care, Retirement, Social Security, Taxes | 0 Comments

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

Roth IRAs: The Basics and Not-So-Basics

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 18, 2022 | Long-Term Care, Retirement, Taxes | 0 Comments

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

Medicaid In Plain English

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 17, 2022 | Annuities, Economic, Life Insurance, Long-Term Care, Retirement, Social Security, Taxes | 0 Comments

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

The Long-Term Care Option You Never Heard Of…

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 12, 2022 | Annuities, Economic, Life Insurance, Long-Term Care, Retirement, Social Security, Taxes | 0 Comments

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

5 Tax Considerations Before January 1

by Charlie Gipple, CFP®, CLU®, ChFC® | Dec 22, 2021 | Retirement, Taxes | 0 Comments

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...

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Taxes Blogposts

Roth IRAs: The Basics and Not-So-Basics

5 Tax Considerations Before January 1

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Taxes Blogposts

Ex-Spousal Social Security Benefits (Soundbite)

Roth IRAs: The Basics and Not-So-Basics

Medicaid In Plain English

The Long-Term Care Option You Never Heard Of…

5 Tax Considerations Before January 1

Video: Where Many Advisors Fall Short

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