Frank Dambra, Author at Outlook Wealth Advisors

Wealth

Designing Your Fiscal House To Weather The Elements

DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP®Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant…

Frank DambraJanuary 27, 2022

Taxes

Tax Strategies For Retirement: Buckets Create Tax Choices

Tax Strategies For Retirement: Buckets Create Tax Choices By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher…

Frank DambraJanuary 27, 2022

Income

Strategies To Optimize Your Social Security Benefits

Strategies To Optimize Your Social Security Benefits By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Social Security benefits are an important piece of your retirement puzzle, and deciding when…

Frank DambraJanuary 27, 2022

Investments

Stress-Test Your Retirement

Stress-Test Your Retirement By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® In the good ole days, when your car was on the fritz, your mechanic needed trained eyes and…

Frank DambraJanuary 27, 2022

Women

Top Financial Fears That Affect Women

Top Financial Fears That Affect Women Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to…

Frank DambraJanuary 27, 2022

Wealth

The Pros and Cons of Early Retirement Plan Rollovers

The Pros and Cons of Early Retirement Plan Rollovers To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if…

Frank DambraDecember 10, 2021

Taxes

You’ve Inherited an IRA. Now What?

You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what…

Frank DambraJanuary 27, 2022

Income

The Value Of An Objective Opinion

The Value of an Objective Opinion By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Have you ever lost sleep over your finances? If so, you aren’t alone. With market…

Frank DambraJanuary 27, 2022

Healthcare

7 Things Medicare Doesn’t Cover

7 Things Medicare Doesn't Cover MEDICARE PART A AND PART B LEAVE SOME PRETTY SIGNIFICANT GAPS IN YOUR HEALTHCARE COVERAGE. HERE’S A CLOSER LOOK AT WHAT ISN’T COVERED BY MEDICARE.…

Frank DambraJanuary 27, 2022

Healthcare

Are You Planning Ahead for Long-Term Care?

Are You Planning Ahead for Long-Term Care? Contributed by June Duncan, riseupforcaregivers.org Long-term care might be the biggest retirement expense you didn’t plan for. 78% of U.S. adults will need some…

Frank DambraJanuary 27, 2022

Frank Dambra

Designing Your Fiscal House To Weather The Elements

Tax Strategies For Retirement: Buckets Create Tax Choices

Strategies To Optimize Your Social Security Benefits

Stress-Test Your Retirement

Top Financial Fears That Affect Women

The Pros and Cons of Early Retirement Plan Rollovers

You’ve Inherited an IRA. Now What?

The Value Of An Objective Opinion

7 Things Medicare Doesn’t Cover

Are You Planning Ahead for Long-Term Care?

Useful Links

Contact

Directions