MOVING TO TAX-FREE by Bruce Hosler
Wealth advisor Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA® brings a new approach to moving to a tax-free retirement. Based on Bruce’s decades of experience in wealth management and tax planning, this definitive guide is a strategic plan for how you and your family can pay less taxes over your lifetime.
Refinance Your Retirement | Ep #42
Refinancing your retirement. Amidst soaring interest rates similar to those of the early 2000s, we explore why now might be the golden hour to lock in these rates for your retirement plans.
Retirement Questions When Selling Your Business | Ep #41
Bruce Hosler and Alex Koury are both Certified Exit Planning Advisors (CEPA®), and our conversation revolves around ensuring business owners have enough funds to retire comfortably after selling their business. This is a significant concern since many owners have their wealth tied up in their businesses.
Tax Questions When Exit Planning For Your Business | Ep #40
Bruce and Jason Hosler dive into the complexities of exit planning and tax issues related to selling a business. We kick off discussing the importance of understanding a business’s structure when preparing for a sale.
Important Considerations for Leaving Your Kids an Inheritance
Deciding what to leave to your children – and how to do it – is a challenging topic. But it’s crucially important to explore your options and determine a path that fits with your goals and legacy desires.
Avoid Probate Problems: The ‘Pour-Over Will’ is No Substitute for Proper Estate Planning
Upon your passing, your estate could end up in probate if you don’t plan properly. All of your affairs will become public record, paperwork can be delayed, and there will, of course, be attorneys’ fees.
2024 Election Year Market Outlook | Ep #39
Bruce Hosler and Alex Koury discuss about the market outlook for 2024. We’re now into a Presidential election year, and Alex addresses the common concern about the impact of presidential elections on market performance.
2024 Interest Rate Outlook | Ep #38
Bruce and Jason Hosler delve into the financial landscape of 2024, focusing on the pivotal role of interest rates, the ongoing impact of inflation, and the potential influence of the presidential election on the economy.
Financial Market Quarterly Commentary | December 2023
Markets continued to rally in December, with the positive returns during the month contributing to a strong end to the year. The S&P 500 gained 4.54 percent in December, 11.69 percent in the fourth quarter, and an impressive 26.29 percent over the course of the year.
Prescott Area Commercial Group (PACG) 2024 Guest Speaker – Bruce Hosler
The Pros, Cons & Gotchas at CONVERGE23 for the Arizona Society of CPAs,
held at the Desert Willow Conference Center in Phoenix, Arizona; this year’s attendance was just over 250 CPAs.