Blue Heron Capital Presents:
$30+ Trillion of National Debt, and the Impact on Your Retirement
Featuring Stonewood Financial Group
About The Webinar:
Linda Gardner and the Blue Heron Capital Team are pleased to welcome Becky Swansburg and Marty Ruby, authors of The No-Compromise Retirement Plan and the architects of the Stonewood Reports to discuss 2022 taxes and steps to consider taking to reduce your tax liability to and through retirement.
Changes and Strategies YOU can implement in 2022 and beyond
How to leave the most money to beneficiaries
What happens to taxes when a spouse passes away
How a new administration may impact your taxes
Tax law changes that are coming in 2025
America's $30+ Trillion of National Debt and what that means for future taxes
How to take advantage of current low taxes
Linda Gardner, CPA
Linda provides Comprehensive Retirement Planning Solutions including income for life, tax reduction strategies, investment planning, maximizing Social Security benefits, healthcare planning, estate planning and more. Linda is CEO and co-founder of Blue Heron Capital. Linda is host of the Your Money Your Retirement ® radio show, which is heard every weekend on 630 KHOW and FREEDOM 93.7.
Becky Swansburg did not set out to become an author or an authority on retirement saving. With a background in communication and government, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s retirees. Becky brings her policy background and extensive communication knowledge as author of The No-Compromise Retirement Plan.
Martin Ruby, FSA is CEO of Stonewood Financial. He focuses on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which professional colleagues have praised for its eye-opening discussion on saving in today's market and tax environments. An actuary and respected business leader, Martin has served in senior leadership positions in the financial and insurance industry, and brings his background in risk management to today’s top financial concerns for savers.
This presentation has been created by Martin Ruby and Becky Swansburg of Stonewood Financial. Neither Martin Ruby, Becky Swansburg or Stonewood Financial are affiliated with and do not endorse Blue Heron Capital. The opinions presented are those of Martin Ruby and Becky Swansburg and do not necessarily reflect the views of Blue Heron Capital. This presentation is designed to provide general information on the subjects covered. It is not provided to recommend a specific tax plan or arrangement. It is not intended to provide specific tax, legal or investment advice. This presentation should not be construed as advice designed to meet the particular needs of an individual’s situation. Neither Blue Heron Capital or Martin Ruby/ Becky Swansburg may provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation. At the end of the webinar, you will be provided an opportunity to visit with us, one on one to discuss your specific circumstances. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing and advisory relationship. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Blue Heron Capital are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Guarantees provided by insurance products are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Investing involves risk, including possible loss of principal 11/21-1909501