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5 important (financial) steps to take before someone passes away

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Top 5 Mistakes People Make with Medicare

56:39

Top 5 Mistakes People Make with Medicare

56:39

Top 5 Mistakes People Make with Medicare

56:39

Inside the Cyber Criminal’s Playbook: How Criminals Target You

44:55

Inside the Cyber Criminal’s Playbook: How Criminals Target You

44:55

Inside the Cyber Criminal’s Playbook: How Criminals Target You

44:55

3 Costly Mistakes Business Owners Make with Their Entity Structure

40:12

3 Costly Mistakes Business Owners Make with Their Entity Structure

40:12

3 Costly Mistakes Business Owners Make with Their Entity Structure

40:12

Top 5 Mistakes People Make with Medicare

53:06

Top 5 Mistakes People Make with Medicare

53:06

Top 5 Mistakes People Make with Medicare

53:06

How much do you keep when selling your house?

1:35

How much do you keep when selling your house?

1:35

How much do you keep when selling your house?

1:35

5 important (financial) steps to take before someone passes away

1:12

5 important (financial) steps to take before someone passes away

1:12

5 important (financial) steps to take before someone passes away

1:12

Here’s a better way for retirees to take income in retirement….

2:05

Here’s a better way for retirees to take income in retirement….

2:05

Here’s a better way for retirees to take income in retirement….

2:05

Most people think tax planning starts after they retire. That’s backwards.

1:10

Most people think tax planning starts after they retire. That’s backwards.

1:10

Most people think tax planning starts after they retire. That’s backwards.

1:10

Thinking about selling a business? The amount you can bank on might surprise you.

1:53

Thinking about selling a business? The amount you can bank on might surprise you.

1:53

Thinking about selling a business? The amount you can bank on might surprise you.

1:53

Could you spot this scam? Here’s what to watch for.

1:03

Could you spot this scam? Here’s what to watch for.

1:03

Could you spot this scam? Here’s what to watch for.

1:03

Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.

2:05

Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.

2:05

Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.

2:05

Lower your taxes with these key moves before December 31

1:34

Lower your taxes with these key moves before December 31

1:34

Lower your taxes with these key moves before December 31

1:34

Our client “John” doubled the sale price for his business. Here’s how.

2:14

Our client “John” doubled the sale price for his business. Here’s how.

2:14

Our client “John” doubled the sale price for his business. Here’s how.

2:14

Business Owners – Don’t miss out on this critical tax saving strategy! (and join our next webinar)

1:31

Business Owners – Don’t miss out on this critical tax saving strategy! (and join our next webinar)

1:31

Business Owners – Don’t miss out on this critical tax saving strategy! (and join our next webinar)

1:31

Is Your Business Attractive to Private Equity? Here are 3 Types of Businesses PE Want to Buy.

1:10

Is Your Business Attractive to Private Equity? Here are 3 Types of Businesses PE Want to Buy.

1:10

Is Your Business Attractive to Private Equity? Here are 3 Types of Businesses PE Want to Buy.

1:10

Should I put all my retirement savings into my 401k?

0:55

Should I put all my retirement savings into my 401k?

0:55

Should I put all my retirement savings into my 401k?

0:55

"Can I afford it" isn't the right question to ask. Evaluate it this way.

1:22

"Can I afford it" isn't the right question to ask. Evaluate it this way.

1:22

"Can I afford it" isn't the right question to ask. Evaluate it this way.

1:22

Company Stock in your 401(k)....Know this rule before you roll that over to an IRA.

0:59

Company Stock in your 401(k)....Know this rule before you roll that over to an IRA.

0:59

Company Stock in your 401(k)....Know this rule before you roll that over to an IRA.

0:59

What's the best state to retire in? Don't just look at taxes.

0:37

What's the best state to retire in? Don't just look at taxes.

0:37

What's the best state to retire in? Don't just look at taxes.

0:37

Single parent and kids under 18? What to know about your house if you pass away.

1:59

Single parent and kids under 18? What to know about your house if you pass away.

1:59

Single parent and kids under 18? What to know about your house if you pass away.

1:59

Is NY tracking your phone for tax purposes?

0:32

Is NY tracking your phone for tax purposes?

0:32

Is NY tracking your phone for tax purposes?

0:32

Can you keep your 3% mortgage and still move to a bigger house? Here are 3 options to consider.

1:11

Can you keep your 3% mortgage and still move to a bigger house? Here are 3 options to consider.

1:11

Can you keep your 3% mortgage and still move to a bigger house? Here are 3 options to consider.

1:11

Retiring early? Make sure you understand this rule before rolling over your 401k.

1:29

Retiring early? Make sure you understand this rule before rolling over your 401k.

1:29

Retiring early? Make sure you understand this rule before rolling over your 401k.

1:29

The $15M exit that turned into $5M - how much you should plan to keep after selling a business

:47

The $15M exit that turned into $5M - how much you should plan to keep after selling a business

:47

The $15M exit that turned into $5M - how much you should plan to keep after selling a business

:47

How much can you pay your kids without them owing federal income tax?

0:44

How much can you pay your kids without them owing federal income tax?

0:44

How much can you pay your kids without them owing federal income tax?

0:44

Retiring before 59 1/2? Don't pull money from the wrong accounts.

1:59

Retiring before 59 1/2? Don't pull money from the wrong accounts.

1:59

Retiring before 59 1/2? Don't pull money from the wrong accounts.

1:59

Don't Miss this Retirement Planning Window to Save on Taxes

1:45

Don't Miss this Retirement Planning Window to Save on Taxes

1:45

Don't Miss this Retirement Planning Window to Save on Taxes

1:45

Retiring before 65? Here's how you should plan for health insurance and how much to budget.

0:47

Retiring before 65? Here's how you should plan for health insurance and how much to budget.

0:47

Retiring before 65? Here's how you should plan for health insurance and how much to budget.

0:47

“I just inherited $5 million. Now what?”

1:06

“I just inherited $5 million. Now what?”

1:06

“I just inherited $5 million. Now what?”

1:06

These tax mistakes might put a target on your return (what the IRS looks for with their audits).

1:49

These tax mistakes might put a target on your return (what the IRS looks for with their audits).

1:49

These tax mistakes might put a target on your return (what the IRS looks for with their audits).

1:49

What happens to your money if your kid’s marriage doesn’t work out?

1:40

What happens to your money if your kid’s marriage doesn’t work out?

1:40

What happens to your money if your kid’s marriage doesn’t work out?

1:40

“This is exactly how I’d invest $2M in retirement.” Sounds simple, right?

1:15

“This is exactly how I’d invest $2M in retirement.” Sounds simple, right?

1:15

“This is exactly how I’d invest $2M in retirement.” Sounds simple, right?

1:15

What is the Widow's Penalty - and can you do anything about it before retirement?

0:41

What is the Widow's Penalty - and can you do anything about it before retirement?

0:41

What is the Widow's Penalty - and can you do anything about it before retirement?

0:41

Am I about to overpay for my mortgage? Make sure you are negotiating to get the best rate.

1:07

Am I about to overpay for my mortgage? Make sure you are negotiating to get the best rate.

1:07

Am I about to overpay for my mortgage? Make sure you are negotiating to get the best rate.

1:07

Moving closer to the grandkids? Why renting might be better than buying for retirement/flexibility.

1:40

Moving closer to the grandkids? Why renting might be better than buying for retirement/flexibility.

1:40

Moving closer to the grandkids? Why renting might be better than buying for retirement/flexibility.

1:40

It's 10am on a Tuesday and You're Retired....How are you spending that time?

0:58

It's 10am on a Tuesday and You're Retired....How are you spending that time?

0:58

It's 10am on a Tuesday and You're Retired....How are you spending that time?

0:58

Considering an early retirement buyout. Here are 3 questions to answer before deciding to stay or go

1:38

Considering an early retirement buyout. Here are 3 questions to answer before deciding to stay or go

1:38

Considering an early retirement buyout. Here are 3 questions to answer before deciding to stay or go

1:38

Why do high earners still feel financially stressed after upgrading?

1:13

Why do high earners still feel financially stressed after upgrading?

1:13

Why do high earners still feel financially stressed after upgrading?

1:13

Why this type of insurance gets pushed so hard...

1:51

Why this type of insurance gets pushed so hard...

1:51

Why this type of insurance gets pushed so hard...

1:51

Business owners… does your walk-away number still make sense?

1:41

Business owners… does your walk-away number still make sense?

1:41

Business owners… does your walk-away number still make sense?

1:41

How can I make my kid a millionaire? And do I want to?

1:07

How can I make my kid a millionaire? And do I want to?

1:07

How can I make my kid a millionaire? And do I want to?

1:07

Is a Roth 40(k) better than a traditional 40(k)? If 50+ the IRS just made the decision a lot easier.

1:41

Is a Roth 40(k) better than a traditional 40(k)? If 50+ the IRS just made the decision a lot easier.

1:41

Is a Roth 40(k) better than a traditional 40(k)? If 50+ the IRS just made the decision a lot easier.

1:41

Choosing a Senior Living Community? Know these numbers before Mom and Dad sign a contract.

1:28

Choosing a Senior Living Community? Know these numbers before Mom and Dad sign a contract.

1:28

Choosing a Senior Living Community? Know these numbers before Mom and Dad sign a contract.

1:28

Do I need a lawyer for my estate plan or can my financial planner handle it?

1:07

Do I need a lawyer for my estate plan or can my financial planner handle it?

1:07

Do I need a lawyer for my estate plan or can my financial planner handle it?

1:07

Is my bank account automatically included in my trust? No. And that assumption could cost you.

1:20

Is my bank account automatically included in my trust? No. And that assumption could cost you.

1:20

Is my bank account automatically included in my trust? No. And that assumption could cost you.

1:20

“Your business isn’t unclear… your numbers are.” Here are the numbers you need to know.

1:29

“Your business isn’t unclear… your numbers are.” Here are the numbers you need to know.

1:29

“Your business isn’t unclear… your numbers are.” Here are the numbers you need to know.

1:29

Most retirees have no idea this changed…and it could help you save a bunch on taxes

1:38

Most retirees have no idea this changed…and it could help you save a bunch on taxes

1:38

Most retirees have no idea this changed…and it could help you save a bunch on taxes

1:38

Don't Miss These 3 Changes to Review During Medicare Open Enrollment

1:17

Don't Miss These 3 Changes to Review During Medicare Open Enrollment

1:17

Don't Miss These 3 Changes to Review During Medicare Open Enrollment

1:17

What should you do financially when a loved one dies? Start here.

1:33

What should you do financially when a loved one dies? Start here.

1:33

What should you do financially when a loved one dies? Start here.

1:33

How to use your IRA to make a cash offer...just don't miss this rollover window.

0:57

How to use your IRA to make a cash offer...just don't miss this rollover window.

0:57

How to use your IRA to make a cash offer...just don't miss this rollover window.

0:57

Does my spouse get half of my inheritance?

0:44

Does my spouse get half of my inheritance?

0:44

Does my spouse get half of my inheritance?

0:44

Retiring early? Be careful before rolling over your 401k. Here's what to know about the Rule of 55.

0:59

Retiring early? Be careful before rolling over your 401k. Here's what to know about the Rule of 55.

0:59

Retiring early? Be careful before rolling over your 401k. Here's what to know about the Rule of 55.

0:59

Here's where the kids should start investing for retirement once they get their first full time job?

1:01

Here's where the kids should start investing for retirement once they get their first full time job?

1:01

Here's where the kids should start investing for retirement once they get their first full time job?

1:01

The Widow's Penalty - What happens to your taxes when your spouse dies.

1:25

The Widow's Penalty - What happens to your taxes when your spouse dies.

1:25

The Widow's Penalty - What happens to your taxes when your spouse dies.

1:25

What Does Your Life Actually Cost?

0:37

What Does Your Life Actually Cost?

0:37

What Does Your Life Actually Cost?

0:37

Why Wait? Let that future inheritance have impact right now.

1:24

Why Wait? Let that future inheritance have impact right now.

1:24

Why Wait? Let that future inheritance have impact right now.

1:24

What age do you have to start taking money from your retirement accounts?

1:23

What age do you have to start taking money from your retirement accounts?

1:23

What age do you have to start taking money from your retirement accounts?

1:23

Does a market crash in year one of retirement ruin your plan? Yes, it certainly can. Here's how

0:44

Does a market crash in year one of retirement ruin your plan? Yes, it certainly can. Here's how

0:44

Does a market crash in year one of retirement ruin your plan? Yes, it certainly can. Here's how

0:44

Putting 100% of your kid’s savings into a 529 plan might be a mistake.

1:34

Putting 100% of your kid’s savings into a 529 plan might be a mistake.

1:34

Putting 100% of your kid’s savings into a 529 plan might be a mistake.

1:34

Ask these questions if your adult kid is moving home to make sure your financial plan can afford it.

1:00

Ask these questions if your adult kid is moving home to make sure your financial plan can afford it.

1:00

Ask these questions if your adult kid is moving home to make sure your financial plan can afford it.

1:00

5 Biggest Retirement Planning Mistakes We See Most Often

1:14

5 Biggest Retirement Planning Mistakes We See Most Often

1:14

5 Biggest Retirement Planning Mistakes We See Most Often

1:14

Should you buy a new car or keep investing that money? Run your decision through these questions.

1:21

Should you buy a new car or keep investing that money? Run your decision through these questions.

1:21

Should you buy a new car or keep investing that money? Run your decision through these questions.

1:21

Inheriting Property? Avoid this mistake.

1:48

Inheriting Property? Avoid this mistake.

1:48

Inheriting Property? Avoid this mistake.

1:48

How to help your kid pay for grad school without wrecking your retirement

1:18

How to help your kid pay for grad school without wrecking your retirement

1:18

How to help your kid pay for grad school without wrecking your retirement

1:18

How to get the most out of your Health Savings Account (HSA)

1:38

How to get the most out of your Health Savings Account (HSA)

1:38

How to get the most out of your Health Savings Account (HSA)

1:38

Why some business owners panic after selling…and best ways to avoid that.

1:37

Why some business owners panic after selling…and best ways to avoid that.

1:37

Why some business owners panic after selling…and best ways to avoid that.

1:37

3 steps to take to know when your business and your family can both afford that next big goal?

1:24

3 steps to take to know when your business and your family can both afford that next big goal?

1:24

3 steps to take to know when your business and your family can both afford that next big goal?

1:24

Avoiding this Inheritance Resentment - Kids, Loans, and Inheritance

1:12

Avoiding this Inheritance Resentment - Kids, Loans, and Inheritance

1:12

Avoiding this Inheritance Resentment - Kids, Loans, and Inheritance

1:12

What if you're not spending enough in retirement? You may not want to die too rich.

1:04

What if you're not spending enough in retirement? You may not want to die too rich.

1:04

What if you're not spending enough in retirement? You may not want to die too rich.

1:04

Does a trust automatically protect your assets from probate? Not necessarily.

1:37

Does a trust automatically protect your assets from probate? Not necessarily.

1:37

Does a trust automatically protect your assets from probate? Not necessarily.

1:37

Does your kid's marriage change your estate plan? Yes. Here's 3 ways to prepare for that happy day.

1:16

Does your kid's marriage change your estate plan? Yes. Here's 3 ways to prepare for that happy day.

1:16

Does your kid's marriage change your estate plan? Yes. Here's 3 ways to prepare for that happy day.

1:16

What is direct indexing? And why does it make sense for business owners and high-income investors?

1:24

What is direct indexing? And why does it make sense for business owners and high-income investors?

1:24

What is direct indexing? And why does it make sense for business owners and high-income investors?

1:24

Retiring early? Here's how to plan for healthcare costs? You might need $100,000 or more.

0:56

Retiring early? Here's how to plan for healthcare costs? You might need $100,000 or more.

0:56

Retiring early? Here's how to plan for healthcare costs? You might need $100,000 or more.

0:56

What’s the best way to make charitable contributions after you retire?

1:06

What’s the best way to make charitable contributions after you retire?

1:06

What’s the best way to make charitable contributions after you retire?

1:06

Before you go buy an Airbnb, try these strategies first.

1:48

Before you go buy an Airbnb, try these strategies first.

1:48

Before you go buy an Airbnb, try these strategies first.

1:48

A lot of wealthy investors don’t sell investments when they need cash. They borrow against them

1:17

A lot of wealthy investors don’t sell investments when they need cash. They borrow against them

1:17

A lot of wealthy investors don’t sell investments when they need cash. They borrow against them

1:17

Should you leave your kids equal amounts in your estate plan? Equal doesn't always equal the same.

1:15

Should you leave your kids equal amounts in your estate plan? Equal doesn't always equal the same.

1:15

Should you leave your kids equal amounts in your estate plan? Equal doesn't always equal the same.

1:15

This Form Overrides Your Will

0:57

This Form Overrides Your Will

0:57

This Form Overrides Your Will

0:57

What's the most tax-efficient way to get paid as a 1099 consultant?

1:26

What's the most tax-efficient way to get paid as a 1099 consultant?

1:26

What's the most tax-efficient way to get paid as a 1099 consultant?

1:26

Are Annuities Actually...Good? Here's 4 Ways They Can Work Well.

0:35

Are Annuities Actually...Good? Here's 4 Ways They Can Work Well.

0:35

Are Annuities Actually...Good? Here's 4 Ways They Can Work Well.

0:35

Do you know how much your social security is really worth?

1:30

Do you know how much your social security is really worth?

1:30

Do you know how much your social security is really worth?

1:30

Arguing about money? Here are 3 questions to start the discussion with your spouse.

0:54

Arguing about money? Here are 3 questions to start the discussion with your spouse.

0:54

Arguing about money? Here are 3 questions to start the discussion with your spouse.

0:54

Are you putting personal info into AI? Be careful. Here are some tips to protect your data.

1:11

Are you putting personal info into AI? Be careful. Here are some tips to protect your data.

1:11

Are you putting personal info into AI? Be careful. Here are some tips to protect your data.

1:11

Does a Will protect your kids if you're a single parent? Partially. Here are 3 other steps you need.

1:36

Does a Will protect your kids if you're a single parent? Partially. Here are 3 other steps you need.

1:36

Does a Will protect your kids if you're a single parent? Partially. Here are 3 other steps you need.

1:36

Does a Will immediately and automatically transfer money to your family when a parent dies?

1:27

Does a Will immediately and automatically transfer money to your family when a parent dies?

1:27

Does a Will immediately and automatically transfer money to your family when a parent dies?

1:27

s it normal for our spouse to handle all the finances? Yes. But you should both be aligned.

1:17

s it normal for our spouse to handle all the finances? Yes. But you should both be aligned.

1:17

s it normal for our spouse to handle all the finances? Yes. But you should both be aligned.

1:17

How much cash do you actually keep when you sell your business? There are 2 big numbers to know.

1:34

How much cash do you actually keep when you sell your business? There are 2 big numbers to know.

1:34

How much cash do you actually keep when you sell your business? There are 2 big numbers to know.

1:34

How does your estate tax bill get paid if your wealth is tied up in your business or real estate?

1:23

How does your estate tax bill get paid if your wealth is tied up in your business or real estate?

1:23

How does your estate tax bill get paid if your wealth is tied up in your business or real estate?

1:23

When should my parents start taking social security if they are retiring at 62?

1:02

When should my parents start taking social security if they are retiring at 62?

1:02

When should my parents start taking social security if they are retiring at 62?

1:02

Hang Up! Medicare will never call you like this

1:35

Hang Up! Medicare will never call you like this

1:35

Hang Up! Medicare will never call you like this

1:35

Why you need a Durable Power of Attorney in your Estate Plan.

0:46

Why you need a Durable Power of Attorney in your Estate Plan.

0:46

Why you need a Durable Power of Attorney in your Estate Plan.

0:46

3 Things Your Advisor Should be Doing to Save You Time and Anxiety

0:50

3 Things Your Advisor Should be Doing to Save You Time and Anxiety

0:50

3 Things Your Advisor Should be Doing to Save You Time and Anxiety

0:50

Unsolicited offer on your business? Pause. And ask these questions.

1:09

Unsolicited offer on your business? Pause. And ask these questions.

1:09

Unsolicited offer on your business? Pause. And ask these questions.

1:09

Your Data Got Leaked....What Should You Do Now?

0:44

Your Data Got Leaked....What Should You Do Now?

0:44

Your Data Got Leaked....What Should You Do Now?

0:44

Will My Disability Insurance Be Enough to Replace My Paycheck? Ask these 3 questions.

0:57

Will My Disability Insurance Be Enough to Replace My Paycheck? Ask these 3 questions.

0:57

Will My Disability Insurance Be Enough to Replace My Paycheck? Ask these 3 questions.

0:57

Is it a hobby or a business? Here's why that matters for your taxes.

1:16

Is it a hobby or a business? Here's why that matters for your taxes.

1:16

Is it a hobby or a business? Here's why that matters for your taxes.

1:16

What documents do you need from your aging parents - and when should you have that conversation?

1:29

What documents do you need from your aging parents - and when should you have that conversation?

1:29

What documents do you need from your aging parents - and when should you have that conversation?

1:29

Free $1,000 for your kid? Parents, don’t miss this.

2:38

Free $1,000 for your kid? Parents, don’t miss this.

2:38

Free $1,000 for your kid? Parents, don’t miss this.

2:38

If you were Sully from Monsters, Inc....cash comp or equity?

1:46

If you were Sully from Monsters, Inc....cash comp or equity?

1:46

If you were Sully from Monsters, Inc....cash comp or equity?

1:46

The best financial plans look nothing like this.

1:26

The best financial plans look nothing like this.

1:26

The best financial plans look nothing like this.

1:26

Osaic Wealth Form CRS

Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.

This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.