For the next 19 years more than 10,000 people will reach the age of 65 and by 2050 the US will be home to 65.8 million retirees between the ages of 62-84; a whopping 113% increase! While we do not face the demographics issues similar to those of Japan, anyone currently under the age of 55 should be prepared to retire without Social Security. How do we fix the system before it fails? Other topics include:

• Managing taxes on investments –Which funds are tax inefficient?
• The power of dividends

Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Opportunity Zone investing may be an option for anyone with low basis stock to sell, defer capital gains tax and diversify into real estate. It may sound fantastic, but investors are wondering what will happen in 2026 when the tax code reverts? Other topics include:

• Correcting last weeks segment on inherited stocks
• What to think about as the S&P closes in on its September high
• Is elder abuse much worse than reported?
• What to do if you suspect someone is a victim of elder financial or physical abuse
• Passive retirement income opportunities & how to reduce taxable retirement income

Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.