Blogs
Social Security Benefits for Divorced Spouses
Everybody wants to make the most of their social security benefits, but it can be hard to know what your…
Tax-Wise Ways to Handle the Second Home
Today, we bring you insights from Chris Heerlein, the CEO of Reap Financial, on tax-savvy ways to dive into the…
I’m Retired, What’s Next? | 5 Things to Do As Soon As You Retire
Retirement marks a significant milestone in our lives, a phase that brings both exciting opportunities and unique challenges. At…
Should You Roll Over Retirement Funds or Stay Put?
In this episode of Wealth Radio, host Chris Heerlein dives into a comprehensive guide on optimizing your year-end tax strategies…
Hidden Wealth: The Unconventional Success of Retirees Who Are Poor On Paper
In this episode of Wealth Radio, Chris Heerlein discusses the importance of being “poor on paper” in retirement planning. He…
Year-End Tax Savings Strategies To Take Advantage of Now
It’s hard to believe we’re walking into the back-end of the year, and we want families to start thinking about…
What’s The Most Important Number in Retirement Planning?
Today’s episode dives into a crucial aspect of retirement planning: the most important number. It’s not the number of savings…
How to Harness the Tax Strategies of the Affluent and Super Wealthy
Understanding taxes and how they can significantly impact your retirement savings is crucial. Chris talks about harnessing tax strategies to…