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Time to Measure What Matters in Your Retirement

Why It’s Time to Measure What Matters in Your Retirement?

September 23, 2024

I usually talk about the intricacies of retirement planning—tax strategies, investment management, and asset allocation. But today, I want to step beyond the numbers and focus on something equally crucial:…

How to Safeguard Your Wealth for Future Generations

The Tragic Tale of Lost Legacy: How to Safeguard Your Wealth for Future Generations

August 30, 2024

James, a dedicated and hardworking accountant, spent his entire career meticulously planning for a comfortable and prosperous retirement. After decades of diligent saving and investing, James finally retired with a…

Navigating the Future with a Solid Tax Plan

Navigating the Future with a Solid Tax Plan: 5 Essential Strategies

August 20, 2024

Tax planning might seem like a task for the present, but its true value unfolds over the years. An effective tax plan doesn’t just save you money this year—it sets…

Understanding IRRMA: The Hidden Tax Impacting Retirees

Understanding IRRMA: The Hidden Tax Impacting Retirees

August 16, 2024

Income-Related Monthly Adjustment Amount (IRRMA) is a lesser-known tax that could significantly impact your financial health during retirement. It’s essential to grasp how this can affect your future, as in…

The Crucial Role of Risk Management in Retirement Planning: Understanding the Sequence of Returns

Crucial Role of Risk Management in Retirement Planning

July 20, 2024

When planning for retirement, one of ten overlooked aspect that can significantly affect an individual’s financial health is risk management, particularly understanding the sequence of returns. This concept isn’t just…

happy senior retired couple posing together outdoors

The Importance of Long-Term Tax Planning for Retirement

June 27, 2024

As a seasoned financial professional, I have witnessed firsthand the transformative power of strategic long-term tax planning for individuals nearing retirement. Properly managed, such planning can pave the way to…

Navigating Financial Changes in 2024

Navigating Financial Changes in 2024: A Guide to Smart Investments

May 30, 2024

As we step into 2024, the financial landscape is evolving rapidly. For our clients who have already accumulated significant wealth, navigating these changes requires strategic planning and informed decisions. At…

Happy old middle aged couple holding reading good news in document, smiling senior mature family excited by mail letter, checking paying domestic bills online on laptop, discussing budget planning

Avert a Tax Surprise in Retirement: Get Ready With a Roth

February 29, 2024

When you think about planning for a successful retirement, what’s the first thing that pops into your head? If you’re like a lot of people I’ve met with over the…

How to Invest for Retirement

How to Build Your Financial House From the Foundation Up

July 30, 2023

When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life. If you’re a fan…

A Medicare Surcharge That Might Surprise You If You’re Not Careful

August 9, 2022

Who out there has heard of IRMAA? Likely, not many. When I hold seminars and ask who’s heard of IRMAA, few people raise their hands. For those who haven’t and…

What to Look for in a Financial Advisor

December 28, 2021

Hiring a financial advisor should be taken seriously; after all, they will be privy to some of your most personal information. The financial world is incredibly complex, and advisors come…

Are Financial Advisors Fiduciaries?

December 21, 2021

Financial decisions are some of the most important ones we make in our lifetime. Purchasing a home, investing in the stock market, and planning for retirement are just some of…

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