Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
Understanding Retirement Income – Where Does Your Paycheck Come From?
Wealth Management
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.
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.
Federal Estate Tax Exemption: Making the Most of History’s Largest Cap
Federal Estate Tax Exemption: Making the Most of History’s Largest Cap
The federal estate tax exemption is higher than ever...for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?
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.
Should You Worry About the Spike in Inflation?
Should You Worry About the Spike in Inflation?
Does the recent inflation spike mean you’ll have to make lifestyle changes? Are we about to return to the 80’s-era inflation? Prices climbed 6.8% in the last 12 months, the biggest jump in almost 40 years. So, what’s happening? And, more importantly, should you be concerned?
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!
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!
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?
Financial Planning for a Child with Special Needs
Financial Planning for a Child with Special Needs
Planning for a child with special needs carries a range of complexities. There is no single best strategy – your situation needs a customized approach, but these strategies should help make an informed decision for your child and family.
Out of Your Estate, Not Out of Reach
Out of Your Estate, Not Out of Reach
Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!
Which Assets Do I Spend and Which Do I Pass On?
Which Assets Do I Spend and Which Do I Pass On?
When it comes to spending and passing on your assets, don't miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!
Case Studies – Which Assets to Spend & Which to Pass On
Case Studies – Which Assets to Spend & Which to Pass On
Part two in our What to Spend & What to Pass On series - three case studies to demonstrate how to apply these principles with a variety of primary objectives.
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.