A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your...
A Guide to Tax Efficient Investing
Financial Planning
Understanding Retirement Income – Where Does Your Paycheck Come From?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
How Much of Your Social Security Income is Taxable?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.
Is Your Estate Plan by Default or Design?
Is Your Estate Plan by Default or Design?
When it comes to leaving your hard-earned wealth to the next...
SECURE Act 2.0 Explained
SECURE Act 2.0 Explained
The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.
Stock Market Corrections are Buying Opportunities
Stock Market Corrections are Buying Opportunities
When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.
How Do I Reduce Estate Taxes?
How Do I Reduce Estate Taxes?
Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
Sudden Wealth – Dream Come True or Nightmare?
Sudden Wealth – Dream Come True or Nightmare?
Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!
3 Biggest Risks Facing Your Investment Plan
3 Biggest Risks Facing Your Investment Plan
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
12 Lessons Learned from Investing for 50 Years
12 Lessons Learned from Investing for 50 Years
In over 50 years of investing, I’ve learned a few important lessons to share. From practical to personal and everything in between, I hope you find something to apply here!
7 Tips to Maximize Your Auto, Home, and Umbrella Insurance
7 Tips to Maximize Your Auto, Home, and Umbrella Insurance
Comprehensive financial planning includes making sure you’re protected from risk of many kinds. We collaborated with Christopher Togawa, owner of Christopher Togawa Insurance Agency, to bring you these 7 tips to optimize your coverage and improve your protection plan.
I’m 73 and Don’t Need My RMDs…What Should I Do?
I’m 73 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.
Investing vs. Speculating and Why it Matters
Investing vs. Speculating and Why it Matters
All investments involve risk but not all risks are equal. Are you investing or speculating? Both have a place but come with different risks and outcomes. What are the differences and how can you place each one properly in your plan?
3 Steps to Enthusiastic Win-Win Money Decisions
3 Steps to Enthusiastic Win-Win Money Decisions
Communicating with your partner isn’t always easy…especially when it comes to money. Many couples with the best intentions disagree, argue, and even part ways over finances. These 3 steps can help!