10 Steps to Retirement Peace of Mind

The transition from working life to retirement life often calls for a different approach when it comes to growing and protecting assets as well as planning for the retirement years.
 

For individuals in retirement, when the world changes, often their approach should change too.
 

Presented by Independent Financial Advisor Adam Goodman, Retirement Income Certified Professional®, attendees learned about important areas to be attentive to when trying to create a stress and worry free financial future!

Monday, June 11th 2018

Aliante Community Center : 7390 N Aliante Pkwy
North Las Vegas, NV 89084

Thursday, May 17th 2018

Tax Reduction Strategies for Retirees:
Ideas to Take Advantage of the 2018 Tax Rate Changes

Mountain View H2U
3150 N Tenaya Way, #565, Las Vegas, NV 89128

Almost everyone says they would like to pay less in taxes, but often their financial plan isn’t as tax efficient as it could be.
 

At this lunch & learn, Adam Goodman of Goodman Lifetime Wealth Strategies discussed several strategies that may be helpful in minimize the taxation of your retirement income and expenses like the Medicare Part B income related monthly adjustment amount (IRMAA).


Also discussed were the important areas to be aware of, and questions to ask, to aid you in finding the financial advisor that is right for you

With stock market volatility back on the scene in the few months of 2018, many investors have been given a jolt of reality.

Many people are questioning their approach, wondering should they stay the course or make adjustments, and if they do adjust what kind of adjustments could be made?

This interactive lunch & learn workshop, presented by Adam Goodman of Goodman Lifetime Wealth Strategies, also explored key questions to ask yourself and your advisor when considering if and how one should be invested.

Aliante Community Center
7390 N Aliante Pkwy
North Las Vegas, NV 89084

Thursday, May 10th 2018

Investing in the Stock Market: Making the Right Choices For Yourself

With stock market volatility back on the scene in the few months of 2018, many investors have been given a jolt of reality.  Many people are questioning their approach, wondering should they stay the course or make adjustments, and if they do adjust what kind of adjustments could be made?

This interactive lunch & learn workshop, presented by Adam Goodman of Goodman Lifetime Wealth Strategies, also explored the key questions to ask yourself and your advisor when considering if and how one should be invested.

Sahara West Library
9600 W Sahara Ave,
Las Vegas, NV 89117

Saturday, April 28th & May 5th 2018

Living Your Best Retirement

This class is geared toward pre-retirees and retirees who want an understanding of all the facets of the comprehensive and holistic retirement planning. The financial world has changed over the years. Having your goals and needs in mind, this class will give you the
knowledge to make the best of it.

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Topics include: Solid Financial Foundation, Financial Legacy Planning, Investments, Medicare, Medicaid, Estate Planning, Taxation, Employer Plans, Reverse Mortgages, Social Security, Life Insurance, Long-Term Care, IRAs and Roth IRAs.

Siena Community Association
10525 Siena Monte Ave, Las Vegas, NV 89135

Tuesday, April 24, 2018

Almost everyone says they would like to pay less in taxes, but often their financial plan isn’t as tax efficient as it could be.
 

At this lunch & learn, Adam Goodman of Goodman Lifetime Wealth Strategies discussed several strategies that may be helpful in minimize the taxation of your retirement income and expenses like the Medicare Part B income related monthly adjustment amount (IRMAA).

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Aliante Community Center
7390 N Aliante Pkwy
North Las Vegas, NV 89084

Thursday, march 15, 2018

Almost everyone says they would like to pay less in taxes, but often their financial plan isn’t as tax efficient as it could be.
 

At this lunch & learn, Adam Goodman of Goodman Lifetime Wealth Strategies discussed several strategies that may be helpful in minimize the taxation of your retirement income and expenses like the Medicare Part B income related monthly adjustment amount (IRMAA).

CSN Summerlin Center 
333 S Pavilion Center Dr, Las Vegas, NV 89144

Thursday, march 1, 8, & 15, 2018

This class is geared toward pre-retirees and retirees who want an understanding of all the facets of the comprehensive and holistic retirement planning. The financial world has changed over the years. Having your goals and needs in mind, this class will give you the knowledge to make the best of it.

Topics included: Solid Financial Foundation, Financial Legacy Planning, Investments, Medicare, Medicaid, Estate Planning, Taxation, Employer Plans, Social Security, Life Insurance, Long-Term Care, IRAs and Roth IRAs
Saturday, November 18, 2017

As a thank you to our comprehensive retirement planning clients, our 2017 client appreciation event was hosted at lovely TPC Summerlin.

Good Food, Good Friends, Good Fellowship, & Some Great Raffle Prizes Too!

TPC Summerlin, Ballroom with Patio Access 1700 Village Center Cir, Las Vegas, NV 89134

Settling in and talking with new friends.
Fellowship & Food
Main Raffle Table
Ambassador Raffle Table
A double win for JoAnn!
Cele has baking to do with that great pie set!
Charmaine & Red Wine Basket
Jim takes home some tasty treats!
Jasmine & White Wine Basket
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Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

This website is for informational purposes only. It is not intended to provide tax or legal advice. By contacting us you may be provided with information regarding the purchase of insurance or investment products in the future.

© 2018 Goodman Lifetime Wealth Strategies.

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