Blog

June 7th, 2021 | Episode 23 | Reviewing TSP Options, Gifting and Inheritance

By Rick Bragg

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. …

Continue Reading!

May 29th, 2021 | Episode 22 | Rental Real Estate, Impact of Proposed Tax Changes and Setting Goals

Posted on May 29, 2021

Life Insurance Strategies for Business Owners

Posted on May 26, 2021

May 22nd, 2021 | Episode 21 | Inflation, Compound Interest and Options for Your 401(k)

Posted on May 22, 2021

May 15th, 2021 | Episode 20 | 7 Topics You Should Explore Prior To Retirement

Posted on May 15, 2021

More Blogs

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

Continue Reading!

10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

Busting Three Half-Truths About Reverse Mortgages

Posted on July 8, 2019

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Posted on February 19, 2019

More News

Market Commentary

Market Commentary: Amid Hiring Challenges, Hourly Earnings Rise, Some Unemployment Benefits Cut

U.S. nonfarm payrolls rose 559,000 last month (Figure 1). This is much better than last month’s 278,000, but much lower than March’s 785,000 gain. Workers are returning to the labor force more slowly than expected. Businesses are reporting challenges in finding workers. Leisure and hospital …

Continue Reading!

Market Commentary: Home Prices Surge Over Previous Year; Disposable Income Dips

Market Commentary: S&P Earnings Outperforming, Unemployment Claims Down

Market Commentary: A Muddled Economic Picture, Volatile Markets and Rising Inflation

Market Commentary: April Jobs Report Disappoints, Falling Short of Expectations

More Market Commentary

Newsletters

How to Use an Irrevocable Life Insurance Trust in Your Estate Plan

Posted on June 3, 2021

Savvy investors keep one eye on Wall Street and one eye on Washington. One of the main topics of Capitol Hill conversations is estate taxes, specifically annual and lifetime exemption amounts. Estate taxes often take aim specifically at the high net worth crowd, who have more to pass on.

Continue Reading!

Blog

June 7th, 2021 | Episode 23 | Reviewing TSP Options, Gifting and Inheritance

May 29th, 2021 | Episode 22 | Rental Real Estate, Impact of Proposed Tax Changes and Setting Goals

Life Insurance Strategies for Business Owners

May 22nd, 2021 | Episode 21 | Inflation, Compound Interest and Options for Your 401(k)

May 15th, 2021 | Episode 20 | 7 Topics You Should Explore Prior To Retirement

In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Busting Three Half-Truths About Reverse Mortgages

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Market Commentary

Market Commentary

Market Commentary: Amid Hiring Challenges, Hourly Earnings Rise, Some Unemployment Benefits Cut

Market Commentary: Home Prices Surge Over Previous Year; Disposable Income Dips

Market Commentary: S&P Earnings Outperforming, Unemployment Claims Down

Market Commentary: A Muddled Economic Picture, Volatile Markets and Rising Inflation

Market Commentary: April Jobs Report Disappoints, Falling Short of Expectations

Newsletters

Newsletters

How to Use an Irrevocable Life Insurance Trust in Your Estate Plan

Managing Your Wealth with Life Insurance through Life Stages

How a 529 Plan Can Help You Save for College and Invest in the Future

Tax Tips for Business Owners in a COVID World

Help Improve Your Financial Plan This Year with These One-time Adjustments

About

Services

Insights