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
Retirement Articles
TAX-EFFICIENT RETIREMENT PLANNING
Retirement 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...
Give Your Children the Gift of Financial Literacy
Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your...
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...
Top 10 Questions High-Net-Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental...
Healthcare Costs in Retirement
In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that they would...
Charting Financial Independence: A Millennial’s Guide
Typically, my outreach efforts have been centered around providing crucial financial education to individuals...
Social Security Releases 2024 Cost of Living Adjustment
The 2024 Cost-of-Living Adjustment The Social Security Administration announced the 2024 cost-of-living adjustment...
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. ...
Does Your First Social Security Check Include Retroactive Benefits?
If you're near retirement age and plan to start receiving Social Security retirement benefits, you may wonder if you...