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One Minute Retirement Tip with Ashley

Jul 11, 2020

This week I’m talking about tax-free bonds. 

Today I’m talking about how to invest in tax-free bonds. If you’re in a higher tax bracket then these bonds will likely make sense for you (by the way, if you missed my earlier episodes this week go back and have a listen where I talk about who is a good fit for...


Jul 10, 2020

This week I’m talking about tax-free bonds. 

Today I’m talking about the changing landscape of tax-free bonds, and why investing in tax-free bonds is a lot different than it was 10, 20, 30+ years ago.

My dad has been a financial advisor for almost 40 years. When he started as an advisor in 1982, interest rates were...


Jul 9, 2020

This week I’m talking about tax-free bonds. 

Today, I want to talk about who should really consider buying tax-free bonds. The main issue I see is that too many investors who are retired with lower incomes and in lower tax-brackets are the primary owners of these types of bonds. 

Here’s the principal to follow when...


Jul 8, 2020

This week I’m talking about tax-free bonds. 

Yesterday I talked about tax-free bond basics...tax-free bonds are most often issued by state, county, or city municipalities and the primary benefit of tax-free municipal bonds is their tax-free nature. 

That’s because the interest that you earn when you invest in these...


Jul 7, 2020

This week I’m talking about tax-free bonds. 

Today I’m covering the basics with tax-free bonds to help you understand what they are and how they’re different from other types of bonds. 

Tax free bonds are similar to other types of CDs or bond investments. You invest a certain amount of money, say $10,000 in a...