The retirement playbook is changing due to rising interest rates, high inflation in retirement and skyrocketing insurance costs.
In this video, Certified Financial Planner, Joe Franklin explores how downsizing, moving, decluttering and many other tax planning strategies can be used to ensure your retirement lasts longer than you do. We also review the 2026 long-term capital gains tax brackets, offering insights to help maximize the benefits of your “golden window” in retirement.
The playbook that got us through the last 30 to 40 years is no longer working. High inflation, interest rates, and skyrocketing insurance have many people going back to work and many others delaying their retirement.
Learn how to navigate the new waters with a devaluing dollar, higher inflation, and legislation that may make retirement more difficult than the last few years.
