Your Money

Join David Hays for a discussion of Your Money.

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How do you navigate this volatile market?

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When should you use your ROTH IRA money?

While your living or when you’re dead?

Maybe the answer is – whenever you want!

https://www.cfci.us/2025-the-final-drive

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Did you know that the IRS will tell you exactly when you have to take money out of your retirement accounts, how much and how much is theirs?

Take control, the time to act is now to keep the IRS from telling you what to do!

Are you single?

Taking care of an aging Parent?

Find out if you qualify to change your tax filing status from Single to Head of Household, and enjoy the most favorable tax treatment for yourself of all.

https://www.cfci.us/2025-the-final-drive

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Is it true I Bonds are paying nearly 8%? Inflation proofing your retirement account – what you should own to protect yourself from inflation destroying your purchasing power?

People who hate retirement?  Yes some do, what can the rest of us learn from them?

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Capital Gain Taxes are different!

Short term vs. Long Term

How to maintain the stepped up cost basis if you want to transfer title to your kids before your passing.

https://www.cfci.us/2025-the-final-drive

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Secure Act II moves through the House not to the Senate.

Some possible big changes coming to our retirement system, including how you inherit those retirement accounts.

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What is the most sacred Tax Code the IRS has?

You might be surprised!

How can you take advantage of this misunderstood tax free product and maximize your tax free life?

https://www.cfci.us/2025-the-final-drive

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Interest rates are making a big move up.  How is this affecting your portfolio and what can you do, if anything, to protect it.

Also, are you beneficiaries up to date? How not to disinherit grandchild and not even know it.

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