Financial Planner – Gainesville GA | RichLife Advisors

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(770) 249 - 7424
(770) 249 - 7424

[MarketWatch] Going Back To Work After You Start Claiming Social Security Could Cost You. How To Know If It’s Worth It…

Is going back to work after starting Social Security a smart move — or a costly mistake?

Many retirees don’t realize that returning to work could temporarily reduce their benefits. But does that mean you shouldn’t do it?

In this eye-opening article, RichLife Advisor Brad Anderson breaks down the rules, realities, and reasons why going back to work might still make financial sense — even if you’ve already claimed Social Security.

RichLife Retirement Show – EP 038 – The Caregiving Crisis – A Hidden Risk to Your Retirement with Annalee Kruger

Did you know that one of the biggest threats to your retirement isn’t market volatility or inflation—it’s caregiving?

On this episode of The RichLife Retirement Show, Beau Henderson sits down with Annalee Kruger, a nationally recognized expert on aging and caregiving, to discuss a reality that 58% of families face completely unprepared: becoming a caregiver for aging parents or a spouse.

[Kiplinger] Tactical Roth Conversions: Why 2025 – 2028 Is A Critical Window For Retirees

𝗪𝗵𝗮𝘁 𝗶𝗳 𝘁𝗼𝗱𝗮𝘆’𝘀 𝗹𝗼𝘄 𝘁𝗮𝘅 𝗿𝗮𝘁𝗲𝘀 𝗮𝗿𝗲 𝗺𝗼𝗿𝗲 𝘁𝗲𝗺𝗽𝗼𝗿𝗮𝗿𝘆 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸?

The One Big Beautiful Bill (OBBBA) extended current tax brackets, but with the national debt adding $1.7 trillion over the next decade and history showing us that debt-to-GDP ratios this high typically lead to higher taxes, savvy retirees are using tactical Roth conversions now — before this window closes.

Here’s a strategy that could make sense depending on your goals…
Read my full analysis at Kiplinger

RichLife Retirement Show – EP 036 – Strategic Tax Planning

Beau Henderson reveals how new tax legislation opens a powerful—but temporary—window for retirees to reduce their long-term tax burden through Roth conversions. Featuring a Georgia couple’s real-life case study, this episode shows how smart planning helped avoid a $95,000 annual tax trap and saved $577,000 in lifetime taxes. Learn how to identify your household’s opportunity zone and take strategic action before December 31st to protect your retirement wealth.

How the One Big Beautiful Bill Act (OBBBA) Affects Retirees, Taxes & Medicare (2025–2028)

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, delivers sweeping updates to the tax code that impact retirees and pre-retirees. From extended tax brackets and boosted standard deductions to Medicare funding changes and estate tax updates, this legislation opens a critical window for tax-smart retirement planning. Learn what it means for your income, healthcare, and legacy.

RichLife Retirement Show – EP 035 with Dr. Jordan Grumet

Dr. Jordan Grumet joins Beau Henderson to talk about what the dying can teach us about living with purpose. Beau and Doc G. explore how aligning your financial plan with personal meaning — through small, intentional actions—can create a more fulfilling retirement and lasting legacy.