Dirty Little Secret

Welcome to the Investment Answers Podcast.  Your hosts are Travis Terlau, Certified Financial Planner™, an independent Investment Advisor Representative, and founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers®. We are a real couple that owns an actual financial planning firm.  Whether you’re just getting started with setting the foundation for your lifelong financial wellness or if you’ve been saving and investing over your lifetime, we’re here to help. On this (first) episode we discuss:

• Who we are
• When saving for college, parents typically save more for their sons than their daughters
• How the savings gap can happen on accident
• Strategies we use to overcome potential savings gaps for our children
• All About the Numbers: 2018 Tax Reform Tax Brackets

(4.15.18)

Articles Referenced

The information provided is intended for educational and entertainment purposes only. All information is believed to be from reliable sources; however, no representation or warranties are made as to the completeness, accuracy or suitability of the information. Opinions, rules, regulations and applicable laws expressed are subject to change. Nothing in this document, nor any contents contained within should be considered as a personalized offer of any kind, nor constituting financial, investment, insurance, tax, or legal advice. Investment advisory services offered through Investment Answers Capital, LLC, a Registered Investment Adviser domiciled in the state of Kentucky, and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated but separate entity. All investments involve some measure of risk and there can be no assurance that any particular investment objectives will be achieved. Past performance is not indicative of future results. Neither Investment Answers Capital, LLC nor Brookstone Financial, LLC d/b/a Investment Answers offer tax or legal advice, therefore parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding options for your particular circumstances. Any profiles and content here within are for U.S. residents only. The information, products and services described here are intended only for individuals residing in states where this Financial Adviser is appropriately licensed. Investment Answers® and Leave Uncertainty Behind® are registered trademarks that are used under license by Investment Answers Capital, LLC and Brookstone Financial, LLC d/b/a Investment Answers. For more information, please visit: www.InvestmentAnswers.net.