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Wednesday Wisdom Webinars: Weekly Sessions for April 26, 2023

Weekly Wednesday Wisdom Webinars April 26, 2023 Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning , and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices. In this week's webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions. 0:00 Introduction 3:09 What is involved in funding a Trust? 9:48 Getting I Bonds from a tax refund, how do I add those to the Trust? 11:29 If I have too many credit cards more than I need, does that help or hinder the credit rate? 12:26 Are you concerned about the dollar remaining the reserve currency, is there anything we should be doing to prepare in case it

Weekly Wednesday Wisdom Webinars January 4, 2023

Weekly Wednesday Wisdom Webinars January 4, 2023 Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning , and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices. In this week's webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions. 0:00 Introduction 3:01 What is new with Secure Act 2.0? 14:57 What should we be looking at for 2023 in terms of planning? 21:41 Change of rule by the Labor Department regarding retirement fund? 24:13 Question about Interest rate increases Visit our website to learn more ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: G