F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s

Chris and Keats talk about three tax proposals and how they may affect estate planning:

• President Biden’s Income Tax, Capital Gains, Social Security
• Sander’s For the 99.5% Tax Act
• Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act of 2021

Chris and Cathi discuss financial mistakes to avoid in your 50s and 60s, including:

• Spending Retirement Money Before Retirement
• Retiring Too Soon
• Relying Entirely on Social Security or Pension
• Not Having an Estate Plan
• Being Too Conservative with Investments
• Doing Nothing