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HomeTag: Wealth Management

Tag: Wealth Management

16
Aug

What US Navy Seals can teach us about uncertainty

By Bruce Hosler Comments are Off ,

What US Navy Seals can teach us about uncertainty.  Bruce Hosler shares lessons learned from the Navy Seals on how to cope with stress and uncertainty and still accomplish your goals. Contact Us Video Transcript Hello, I'm Bruce Hosler wishing you success and confidence from knowing you have a plan to deal with all of life's ‘moments of truth. Read
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7
Jul

How to Protect Against Inflation

By Bruce Hosler Comments are Off ,

Bruce Hosler, Founder and Principal of Hosler Wealth Management speaks about the facts behind the headlines with the rise of inflation. When inflation is stable and predictable, it’s a sign of a basically healthy growing economy. But high inflation can quickly eat away at the purchasing power of your dollars, indicating that the economy might be overheated. So, what is
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Housing bidding war news: home buyers now skipping inspections and appraisals
3
May

Selling your home in 2022 could be a Great Tax Move!

By Bruce Hosler No comments yet , ,

Selling your home in 2022 could be a Great Tax Move! Housing prices are hitting all-time highs! It is a sellers’ market almost anywhere in the United States, and especially in Arizona. Many homeowners have seen the value of their primary residence double and even triple over the last decade, making them reconsider their estate planning. This maybe one of

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15
Apr

How to decide if a Roth IRA conversion is right for your tax strategy

By Bruce Hosler Comments are Off , , , ,

401k vs Roth IRA, which is better? Knowing how to decide if a Roth IRA conversion is the right choice for you requires a deeper look into Roth vs traditional IRA. Bruce Hosler, a retirement planning professional in Prescott Arizona, explains how to utilize a market downturn or a volatile market to consider making a Roth IRA conversion. Contact Us
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Bitcoin
3
Apr

Here’s What You Should Know About Bitcoin

By Alex Koury No comments yet , , ,

Here’s What You Should Know About Bitcoin We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. For many investors, this cryptocurrency has raised a lot of questions and a lot of curiosity. Is bitcoin just a “scam” that will end in a meltdown? Or does it have the potential to revolutionize financial markets

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social security benefits application form
3
Feb

When Should I Claim My Social Security Retirement Benefits?

By Alex Koury Comments are Off , , ,

When Should I Claim My Social Security Retirement Benefits? The decision of when to retire and claim your Social Security Administration (SSA) retirement benefits is one that you must make based on personal considerations. Some factors you may consider are: Your genetic history, and life expectancy, could affect your retirement planning and when you begin collecting retirement benefits. Factors related

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15
Jan

3 Worst Investment Mistakes

By Bruce Hosler Comments are Off ,

Are you hard-wired with behavioral bias when investing? Bruce Hosler shares three of the worst behavioral mistakes investors make. Learn how mindset and emotional behavior have a massive impact on your financial outcome with these investing tips from our Arizona-based financial advisor. Video Transcript Hello, I'm Bruce Hosler with Hosler Wealth Management, and I'm going to teach you how to
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Roth IRA
3
Jan

How Much of Your IRA Should You Convert to a Roth IRA?

By Jason Hosler No comments yet , , , ,

How Much of Your IRA Should You Convert to a Roth IRA? The critical question facing many investors during their retirement planning is how much of their IRA they should convert into a Roth IRA. Obviously, you want to convert as much money as possible if the tax rate you will pay now is lower than what you will pay

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17
Nov

Sonoran Living ABC15 – Bruce Hosler’s interview about the “Secure Act”

By Bruce Hosler Comments are Off , ,

Bruce Hosler, Founder and Principal of Hosler Wealth Management LLC., shares with viewers how the "Secure Act" has done away with the "Stretch IRA." The "Secure Act" killed the ability of IRA beneficiaries to take required minimum distributions over their remaining life expectancy period. In addition to our analysis of the most significant changes of the Secure Act, Bruce speaks
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The secure act has done away with the stretch IRA! Learn the crucial steps you need to take to protect your loved ones from inheriting a significant tax burden

The “Secure Act” demands new beneficiary planning for your IRA and Roth IRA!

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The “Secure Act” has killed the “Stretch IRA”! By Bruce Hosler EA, CFP®, CPWA®, AIF®, CEPA® Technically the term “Stretch IRA is a made-up term used in the financial services industry to describe the distribution benefits that used to be afforded to the beneficiaries of an inherited IRA. That ended in 2019 when Congress passed the “Secure Act”. The “Secure
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