Do any of the following describe you?
- You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting
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Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings will be taxed over time. A good way
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Social Security remains a hot topic for my clients and one of confusion and concern. Unfortunately, there
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Retirement planning can be simple, but it’s not easy, especially if you get too focused on all of the
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The final step in our retirement process is determining an appropriate allocation and assumption on rate
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After you have identified your time horizon for retirement, your needs and resources and thus your lump
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Do you remember that commercial (https://www.youtube.com/watch?v=cDzUUJSgzyY ) that suggested everyone
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Defining your retirement vision and timeline is an important first step in the planning process. Next, we
…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
