In the November 13th Town Hall meeting, the planning team is back again with a rundown on current events and topics that can affect your financial planning. As you may expect, the election’s impact was a hot topic for this session.
Mel Brandon starts by looking back at the immediate impact of elections on the market over the last 44 years. Will Meneses covers a subject we often discuss: taxes in retirement. There are some common misconceptions about what taxes and income look like in retirement.
Will touches on the importance of planning to maximize your spending power when taking income in retirement.
Steve Aul wraps up the session by expanding on the impact of the election and taxes. As planners, we take on the important role of providing guidance and helping clients avoid making emotional decisions during chaotic times.
Click Here to watch the November 13th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
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