A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the...
How Much Do You Need To Retire?
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TAX-EFFICIENT RETIREMENT PLANNING
Investments Articles
TAX-EFFICIENT RETIREMENT PLANNING
Investments Articles
Identity Protection Strategies – Are You Doing Enough To Keep Your Information Safe?
There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information...
Create a Strategy to Protect Your Wealth with Potential Estate Tax Changes Looming
At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the...
Investing in a Presidential Election Year
From 1928 to 2020, the Standard & Poor’s 500 has posted positive results in 20 out of the 24 election years. The...
SECURE Act 2.0 Includes New Provision On Special Needs Trusts
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the...
AI’s Role in Shaping Our Tomorrow: A Look Ahead
We’ve been receiving several questions about AI's Role in the Future from clients, so we thought we would answer some...
Charting Financial Independence: A Millennial’s Guide
Typically, my outreach efforts have been centered around providing crucial financial education to individuals...
IRS Officially Announces New Income Tax Brackets for 2023
New income tax brackets have just been released. The IRS standard deduction and marginal tax rates are the basic...
How Income Taxes Change In Retirement
For most Americans, federal income taxes are a once-a-year inconvenience that raises its ugly head every spring. ...
Secure 2.0 Act Opens Door to Tax-Free Rollovers from 529 Plans to Roth IRAs
Three years had passed since the original Secure (Setting Every Community Up for Retirement Enhancement) Act of 2019...
Pension Termination
What Does Terminating a Pension Plan Mean? For current or former employees receiving a “Notice of Intent to Terminate”...
Presidential Election, Volatility, and the Long View
Beyond how the election winner will certainly attempt to guide political, social, and environmental policies, there is...