Don’t Pay Too Much Tax on Your Retirement Income
Saving for retirement often helps lower your taxes because many kinds...
Don’t Pay Too Much Tax on Your Retirement Income
Month: June 2023
The Four Quadrants of Retirement Income
The Four Quadrants of Retirement Income
If you are approaching retirement, do you worry about making costly...
Why You Need a Plan, Not Just a Portfolio
Why You Need a Plan, Not Just a Portfolio
“Should I make a change to my investment portfolio? What would you do...
Sequence of Returns: Why it Matters in Retirement
Sequence of Returns: Why it Matters in Retirement
Stock market swings are always unsettling, whether you’re decades or...
Do I Need to Worry About Estate Taxes?
Do I Need to Worry About Estate Taxes?
How much could my family lose to estate taxes when I pass? Fear of...
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
Washington State’s 7% capital gain tax passed into law in 2021 and was...
The BEST State to Retire In
The BEST State to Retire In
Once you’ve saved enough to retire, the question of where to retire is...