Richard Parker - Appreciation Financial

10/29/2023

09/01/2023

Ask me about, Legacy & Wealth building.

08/09/2023

https://youtu.be/a3ok3woyMgw

Hello All, Welcome to my channel!For those thinking about retirement, the idea of living on a fixed income is often overwhelming. So, living in a place that ...

03/16/2023

Teachers let's discuss strategy and then develop and implement a customized plan.

03/16/2023

I have (4) sisters, all are Educators. No other group deserves financial assistance more than these Public Servants. As a Financial Advisor at Appreciation Financial, I help K-12 Teachers & Admin. Staff maximize their currant assets and minimize future taxes.

08/23/2022

https://youtu.be/hC07VBGpBs4

Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

08/23/2022

https://youtu.be/MWejfUNSmHw

This client-approved video discusses how stock market volatility can impact retirement savings, particularly for those in or near retirement.MM202503-300968

08/03/2022

Now tell me... what are YOU waiting for?!

06/07/2022

03/25/2022

https://sfgmembers.wistia.com/medias/8iwsfx8e3z

02/23/2022

https://youtu.be/wUQCjnUbuRk

Let's look deeper into indexed annuities explained in a way that makes sense. Indexed annuities are often used as a retirement planning basics, as safe money...

02/17/2022

https://www.youtube.com/watch?v=jd3XMtFW3aw

Business Owners: Contact me to learn more.

COVID-19 has been a challenge for all of us. As the world shut down the economy came to a halt, leaving the future of many businesses in a precarious positio...

05/05/2021

What does it really mean to "find your purpose" professionally? Here's how one successful CEO defines the idea.

Don't look for meaning in your work. Create it.

05/02/2021

Do young Americans need better financial guidance? Many leaders think so, and several state legislatures are turning their attention to the issue of financial literacy education.

Two dozen states are considering bills on the subject. Proponents say student debt and heightened interest in economic inequality are behind the efforts.

04/29/2021

Some people took pandemic-related early withdrawals from their retirement accounts last year. Here's what they should know about managing the taxes they now owe.

If you withdrew money from your 401(k) or IRA for reasons related to Covid, you're required to include at least a portion of taxes due on your 2020 return.

04/26/2021

If you plan to make a financial gift to a young person, start by learning about your options.

As always, reach out if you have any questions.

04/23/2021

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04/21/2021

Before giving away an old computer, be sure to remove all sensitive data. Here's how to do it right.

Before you resell, recycle, or donate an old laptop, learn how to wipe a computer clean and protect your personal data with this Consumer Reports guide.

04/18/2021

Make sure you understand the current rules surrounding required minimum distributions from retirement accounts.

IR-2021-57, March 16, 2021 — The Internal Revenue Service today reminded taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts.

04/15/2021

Here's what to know about the IRS decision to change the tax filing date this year.

Pressure has been building for weeks to give taxpayers more time to file their 2020 federal income tax returns.

04/12/2021

Many people consider buying more property at some point. Find out about the potential financial implications.

Do you have questions? Reach out anytime.

04/09/2021

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03/31/2021

Are you working on getting your affairs in order? Before you meet with an estate planning attorney, it's important to be as prepared as possible.

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productiv