Kenneth Magoch | Legacy Board Member / Retirement Evolutions’** Mt. Rushmore
Year Joined: 2006
Years of Professional Experience: “Well Seasoned”
What I love about Retirement Evolutions**: The ongoing growth in the ability to help people accomplish their goals.
Places I’ve Lived: Milwaukee, WI & Tucson, AZ
My Hobbies and Passions: Golf, house project, and family.
Ken is chartered to make sure at least 95% of his time is available to visit golf courses in the greater Tucson area. If he does have to punch the clock it is to help with some bookkeeping or a special initiative.
My Professional Story
Ken proudly served with the Tucson Police Department for over 30 years as an officer, mentor, and eventual Sargeant. After retiring from the police department Ken stayed active in the leadership of the Fraternal Order of Police for several years but still found himself with time and energy for something else. Jon sensed this and enticed Ken to log some hours in helping Jon’s enterprise that was now busier than he could handle by himself. Those “some hours” grew to many hours as Ken flexed his “do it all” muscles and helped his son push through those fragile, formative years of the organization. Ken’s hours were steadily reduced as new members joined and in 2015 Ken was ushered out of the office and only to be invited back when honoring the duties of his new title; “Legacy Board Member.”
My Personal Story
Ken grew up in Wisconsin and followed a career opportunity in law enforcement to Tucson in the 1960’s. He spent the next 3 plus decades serving long hours with the Tucson Police Department and raising his family. After his “first retirement” spent with Retirement Evolutions he now focuses on enjoying non-working flavors of retirement like: travel, golf and spending time with friends and family.
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com, or call us in Arizona at 520-399-6340 today!
By contacting us you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JOHN AND KARYN ON THE RADIO
“Let her sleep, for when she wakes she will shake the world.”
-Napoleon Bonapart speaking about China
General Motors recently announced the pending closure of three U.S. assembly plants and the discontinuation of six cars made at those plants. While large sedans are no longer big sellers in the United States, they remain popular in China, and GM will continue to manufacture them there.LISTEN
The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York, and other high-tax states could face a higher tax bill when they file their 2018 return.
While cutting tax rates on ordinary income, increasing the standard deduction and doubling the federal estate and gift tax exemptions, the tax legislation also capped the deduction for state and local taxes (SALT). While once open-ended, the SALT deduction is now limited to $10,000 ($5,000 if married, filing separately).LISTEN
Risk is a necessary element of any retirement plan – because investing in things like stocks which can decrease in value can also give you big increases. Today Jon and Karyn talk about how to manage the risks involved to your own tolerances to give you the right plan with the right amount of risk so that your money will be there whenever you need it.LISTEN
What sneak attacks could try to derail your retirement plans? Well, some include long-term care and other health costs, or kids coming back home as adults. Jon and Karyn discuss these and a number of other things which could throw your retirement plans for a loop if they are not addressed or planned for.LISTEN
We all know what a balance sheet is when it pertains to a business. Well, when we retire, we need to check our personal balance sheet – if it’s out of balance, we may not have the money and resources we need to retire in the first place. Today Jon and Karyn go over the steps which need to be taken to be sure your personal balance sheet is where it needs to be in order to live your best retirement.LISTEN