…but it’s not easy. It’s not easy because there can be a lot of anxiety when you consider all the different moving parts that should be considered before
CASE STUDY: Proactive Tax Planning Strategies
Over the course of the last couple weeks, we have shared several proactive tax planning strategies that one
5 Tax-Minded Reasons to Have Life Insurance
We offer proactive tax planning advice in an effort to accomplish two things: reduce your taxes while you are
One Roth IRA Workaround for High-Income Earners
If you understand the concept of compounding interest and believe your money will grow over time, then
8 Reasons to Convert to a Roth IRA
No one wants to pay more than his or her fair share in taxes. Nor should you pay income taxes on money you’re not
The Concept of the Four Tax Buckets
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of which may be how to elect a
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your doorstep for some taxes to
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have negative affects on one’s
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think about freedom of time and the lack
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to
