Giving an early inheritance can be a blessing—but is it the right move? 🤔 #shorts
Your retirement plan should aim for the green, not the bunkers! #shorts
Thinking about retirement? Let's make sure you don't miss anything! #shorts
Think IRMAA is just an extra cost? Think again... 👀 #shorts #personalfinance
Company stock in your 401(k)? Don’t make this costly mistake 💡 #shorts
This is considered the "sweet spot" for tax planning during your life... #shorts #taxes
Taxes don't end in retirement... here are 3 rules you should know #shorts #retirement
Inheriting an IRA isn’t as tax-friendly as it once was. Here’s why... #shorts #estateplanning
The MOST overlooked account for estate planning... a taxable brokerage account #shorts
Higher Medicare premiums aren't always a bad thing... 👀 #shorts
"Which account should I withdraw from first in retirement?" #shorts #financialadvisor
A POWERFUL tax-saving strategy, but timing is key... 🔑 #shorts
Recently divorced? Don't make this common mistake... #shorts #divorce #taxes
Stop losing money by believing these 3 tax myths! 🚨 (Part 3) #shorts #taxes
5 Steps to take before you retire #shorts #retirement
What is the max you could receive in Social Security benefits in 2024? #shorts
If you have a pension, you face a MAJOR choice... #shorts #pensions
A costly mistake retirees make... #shorts #personalfinance
When should you start Social Security? #shorts #retirement
Qualified Charitable Distributions can save you on taxes- if you avoid these 3 pitfalls! #shorts
401(k) debate: Should you go Pre-Tax or Roth? 🔍 #shorts #retirement
Stop losing money by believing these 3 tax myths! 🚨 (Part 2) #shorts #taxes
Looking to make the most out of your IRA? Here's how QCDs can help! #shorts
One small mistake almost cost one of my clients MILLIONS... #shorts #divorce
Are income limits preventing you from taking advantage of a Roth IRA? #shorts
A frustrating truth about retirement... 👀 #shorts #socialsecurity
Think a will is enough? Here’s what your estate plan could be missing… #shorts
A common mistake I see people make with their retirement plan... #shorts
Thinking about adding your child to the title of your home? You may want to think twice. #shorts
For many, an early retirement is the goal.. but how can it become a reality? #shorts #retirement
If you have a 401(k), you'll have a MAJOR decision to make when you retire... #shorts
2 MORE steps to make sure you leave a legacy for your family... 📝 #shorts
3 steps to make sure you leave a legacy for your family... 📝 #shorts
Will you be eligible for Social Security? 🤔 #shorts #personalfinance
Before adding your children to the deed of your home, the IRS expects you to know this... #shorts
Going through a divorce? Here are three must-do financial steps to protect your future... #shorts
🚨 Thinking about retiring? Ask yourself these 3 questions first! #shorts #retirement
Have company stock in your 401(k)? You could save BIG on taxes... #shorts
💸 Are your Social Security benefits taxable? #shorts #socialsecurity
🏌️♂️ Your assets are like a set of golf clubs... #shorts #golf #estateplanning
The biggest misconception about Medicare🚨 #shorts #medicare
If you plan to retire early, you'll want to know the Rule of 55... #shorts
The BEST way to save money on taxes🤫 #shorts #taxes
The secret fees that may be stealing THOUSANDS of dollars from you😱 #shorts #investing #golf
The unexpected downside of 401(k)s... #shorts #401k
Losing a spouse is hard enough... don't let unexpected tax changes add to the burden. #shorts
You need to know this BEFORE you retire... #shorts #retirement
How retirement is like golf⛳ #shorts
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About
💫 Financial & tax planning lessons for retirees 55+ w/5M-30M in assets
🤝Putting the “personal” in finance since 1999
If you're in retirement — or real close to it, you've come to the right place!
I'm Laryssa Freeman — a CERTIFIED FINANCIAL PLANNER® professional working with retirees since 1999 and a proud member of the National Association of Personal Financial Advisors (NAPFA).
DISCLAIMER:
Meritage Wealth Management LLC ("MWM") is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This information is not intended as personalized tax, financial, accounting or legal advice. Please contact your financial professional, attorney or tax preparer before making any financial decisions.
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