TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…
THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…
RISK MANAGEMENT: ASSET ALLOCATION Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to…
What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, this article…
Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…