James Thatcher

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Social Security and Market Volatility

Redding Library 1100 Parkview Ave, Redding, CA, United States

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation.  It is important to understand how to harvest your investments and collect retirement income in the […]

De-Risk Your Retirement

Rogue Valley Country Club 2660 Hillcrest Rd, Medford, OR, United States

Ahhhh, taxes — a necessary evil in our American lives. They pay for roads, safety and a whole host of other community-related services. We enjoy the benefits our taxes pay for but loathe the idea of paying more than our fair share. Taxes leave our pockets with that less-than-full feeling after Uncle Sam takes his […]

Event Series Estate Planning

Estate Planning

Gaia Hotel 4125 Riverside Pl, Anderson, United States

WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2024 If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. Did you know? 64% of Americans say having a will is important, fewer than 32% […]

Event Series Estate Planning

Estate Planning

Gaia Hotel 4125 Riverside Pl, Anderson, United States

WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2024 If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts. Did you know? 64% of Americans say having a will is important, fewer than 32% […]

Social Security and Market Volatility

Maidu Community Center 1550 Maidu Drive, Roseville, United States

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation.  It is important to understand how to harvest your investments and collect retirement income in the […]

Social Security and Market Volatility

Maidu Community Center 1550 Maidu Drive, Roseville, United States

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation.  It is important to understand how to harvest your investments and collect retirement income in the […]