Yolanda's Tax and Financial Services

07/20/2022

We have partnered up with a network of attorneys that do free, no obligation consultations for:

🔸️Basic Estate Planning
🔸️Business Planning
🔸️Special Needs Planning
🔸️Legacy Planning
🔸️Advanced Tax Planning
🔸️Incapacity Planning
🔸️International Planning

Whatever you do you must plan. Put an Estate Plan in place because if you don't, then you will fall into the state's plan and the state will make decisions for you.
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We have over 110 licensed attorneys ready for you free, non-obligatory consultation.
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If any of the above sounds important to you, DM me and I can submit a referral for the free consult (free information never hurts) or I can send you an official flyer.
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07/19/2022

Hey Facebook fam!

Our company is on its biggest expansion. Are you currently working, but open to increasing your cash flow? Our positions are virtual/home based. No experience needed, We have a ton of virtual trainings.

If you like to help people like I do, work from home, & make extra income please watch this short corporate overview and get back to me. If you know anyone open to increasing their cashflow or supplement their income, please forward this email to them.

https://video.link/w/MRmyd

Best regards,

Carlos Rodezno

"There is a loftier ambition than merely to stand high in the world. It is to stoop down and lift mankind a little higher." - Henry Van D**e

VideoLink lets you share videos on YouTube easily, without distracting third-party content or advertisements.

07/19/2022

WHO DOESN'T LIKE TAX-FREE?

Ever heard of the IRS-Approved tax-advantage retirement account? To make it simple to understand, when you retire, all of your money is 100% Tax-Free. Unlike a ROTH that is Tax-Free as well, this account also has no market risk. Meaning, you will NEVER lose money in these retirement/savings accounts.

IRA's & 401k's have a ton of risk involved and when you retire, be prepared to give uncle Sam almost half in taxes.

What we teach our clients is how to have a tax-free retirement, with ONLY upside of the market with no downside!

If you have a taxable retirement or would like a tax-free retirement, DO NOT ignore this.

DM me for more information on how these accounts work. If they are good enough for the wealthy, they are good enough for us!

07/19/2022

Good afternoon,

Our company is on its biggest expansion. Are you currently working, but open to increasing your cash flow? Our positions are virtual/home based. No experience needed, we have a ton of virtual trainings.

If you like to help people and work from home, please watch this short corporate overview and get back to me. If you know anyone open to increasing their cashflow or supplement their income, please forward this email to them.

https://video.link/w/MRmyd

Best regards,

Carlos Rodezno
Senior Marketing Director
Expansion Coordinator (Virtual)
1164 Monroe St.
Suite 2
Salinas, CA 93906
831-261-7110
Lic.

"There is a loftier ambition than merely to stand high in the world. It is to stoop down and lift mankind a little higher." - Henry Van D**e

VideoLink lets you share videos on YouTube easily, without distracting third-party content or advertisements.

07/18/2022

LIFE-PROOFING YOUR RETIREMENT SAVINGS

There’s no crystal ball that can predict life’s unexpected twists and turns. But when life changes hurt your hard-earned nest egg, shrugging and saying “OH WELL, THAT IS PART OF INVESTING"” is not a viable solution.

Luckily, we can always prepare for the unexpected — no crystal ball required.

Let’s take a look at some common retirement planning setbacks and how you can life-proof your strategy.

1) Challenge: Caregiving and Multigenerational Support

Solution: Review insurance and savings options for loved ones if they hypothetically became dependents.

If a chance medical or economic scenario would make you responsible for a loved one’s needs, now is the best time to understand their insurance benefits, confirm how you’d access necessary funds, and review your coverage options for dependents (e.g. long-term care coverage). Doing so can allow you to identify gaps before they become financial responsibilities that could impact your savings strategy or increase your expenses in retirement.

2) Challenge: Recessions and Market Crashes

Solution: Diversify your assets and reassess your risk tolerance.

Portfolio diversification ensures your nest egg isn’t all in one basket and can mitigate risk in an economic downturn. As you near retirement, it’s also worth reevaluating your general strategy and considering more conservative investments that can weather the storm of market volatility with less drastic shifts in value.

3) Challenge: Divorce

Solution: Store all your financial documentation for safekeeping and learn the rules and tax requirements regarding the division of assets in retirement plans.

The idea of preparing for a potential divorce sounds pessimistic, but the costs of not doing so can be devastating. Proper research and documentation are small actions that help you and your spouse avoid expensive legal headaches and establish a “what if” strategy for secure retirement finances without shared assets and income.

Is your nest egg life-proof? Reach out with your questions and concerns to get professional answers and bolster your strategy.