Americans are depleting their excess savings, credit card debt has reached a record high, and student loan payments will resume soon. In the previous episode, John Mints discussed the reality of our Government’s spending problem and the complexity of the tax code. In this episode, he dives further into the Tax Cuts and Jobs Act …
What will taxes in retirement look like? They’ll likely be your largest expense. That’s why we’re dedicating a series to it! In this episode, John Mints introduces a new series about taxes in retirement. He emphasizes the significance of maintaining financial balance during this phase of life and discusses the impact of the Secure Act …
Suppose you were 65 years old, won the lottery, and had sufficient funds to support your desired lifestyle, cover any potential future needs, and leave behind a satisfying inheritance. Would you continue working? Would you put all of your assets in investments that are at risk of losing value? In this episode, John explains the …
Traditional retirement plans focus on three parts: Pension, Social Security and assets. Now clients require an alternative as retirement income options are changing. In this episode, John Mints is joined by Jeremy Pillow, Senior Associate with Biltmore Financial, to discuss Social Security and why clients’ retirement plans require strategies beyond one source of income. They …
1 in 4 families in Texas doesn’t receive enough food on a daily basis, yet many are too embarrassed to seek help from food banks. In this episode, John Mints speaks with Lisa Richardson, the CEO of Harvesting In Mansfield Ministry Center, Inc. about her work providing groceries and nutrition to people in need. She …
Do you struggle with sticking to new habits or achieving your goals? Maybe you just need to start measuring your progress. According to a study by the American Psychological Association, frequently monitoring progress towards your goals can increase your chances of success. In this episode, John Mints shares his 75-day commitment to developing new habits, …
Have you made your 2023 New Year’s resolutions yet? If you’re approaching retirement or are already retired, one of your resolutions should be to protect your assets. In this episode, John Mints emphasizes the importance of taking the time to protect your finances, investments, and ultimately, your lifestyle in retirement. He compares the current market …
Taxes are on everyone’s mind these days. One of Biltmore Financial’s three core pillars is tax planning and management, and we have a secret to share about it. In this episode, John shares the details about the one-of-a-kind tax planning and tax management software Biltmore Financial uses to serve their clients. He explains how this …
Did you know you can appeal the property tax assessment from the county appraisal district? Many property owners don’t. As a result, they end up overpaying in property taxes. In this episode, John Mints speaks with Francis Kafor, property tax consultant at Texas Tax Protest, about the process of filing a protest for your property …
The new Inflation Reduction Act of 2022 comes as a promise to reduce the high inflation that the country is currently experiencing. However, do we know if this bill could achieve its intended objectives? In this episode, John Mints outlines the new Inflation Reduction Act and why it could significantly raise taxes and potentially have …