Retired-ish

The landscape of taxes, retirement savings and Medicare are ever changing. Every year we see changes to the laws and limitations such as tax rates, brackets, and deductions, limitations on retirement…

If you’ve built or inherited an investment portfolio alongside the savings in your retirement accounts, you are likely to face some taxation every year on things like interest, dividends, and capital…

In a recent study published by the investment research company Morningstar, they estimate that the average dollar invested in funds by individual investors over the 10 years ending December 31st, 202…

Kamala Harris and Donald Trump present starkly different tax proposals for the 2024 election reflecting their contrasting economic priorities. And while the exact outcomes of future tax policy are un…

In today’s challenging and expensive economic environment, many young adults in their 20’s and 30’s are struggling to find stable footing when it comes to their finances.

Whether that’s struggling to…

When approaching a retirement from a long and successful career, you’ll likely have a list of big decisions to make in a relatively short time.

One of those decisions will be whether or not you shoul…

When you have assets such as rental property that are going to need to provide you with cash flow throughout your retirement years, you’ll want to look into some level of asset protection at some poi…

Having too much of your net worth tied up in one or a couple individual stocks can be a dangerous game to play. It’s one that relies heavily on luck and can present a significant risk to your life sa…

Implementing important estate planning documents is critical to leaving your ideal legacy upon your death.

Among the critical estate planning documents are wills and trusts. Often times, many people …

Retirees and pre-retirees often struggle when it comes to spending down their nest-egg in retirement because of the fear of the unknown. No one wants to run out of money too early, yet most people wo…

Life insurance has become an increasingly controversial topic in recent years due to the opinions of financial gurus on YouTube, insurance salesmen, and media giants especially when it comes to using…

Investing in real estate historically has been a tried-and-true method of building wealth over the long-run, if you have the right wherewithal and mentality to do it – Let’s face it, it takes work.

H…

2024 is an election year, and not just any election year, but what could be one of the most controversial election years in our Nation’s history.

Given the constant influx of media hype around everyt…

Whether you’re self-employed or an employee, a Health Savings Account or HSA can provide you with a triple tax benefit! Therefore, if you’re serious about saving taxes and building wealth, it’s criti…

Are you tired of handing over too much of your money to the tax authorities every year? Or wondering if there’s a better way to go about managing your cash flow when it comes to paying your taxes?

If…

If you are nearing retirement and have your eyes set on that dream day on the horizon (or even if you have recently entered into retirement) you need to know that you’re more responsible now - than e…

It seems that each and every year when our firm reviews tax returns in consultations and second opinions we find dozens of missed tax savings opportunities: whether it be missed deductions, forgone s…

Over the past few years one of the hottest topics has been the rise of inflation throughout the economy. Inflation impacts our day-to-day financial lives in numerous ways, good and bad, and has a sig…

Although you may be familiar with some of the basics of Traditional IRA and Roth IRA retirement accounts, there are many different rules and tricky nuances that you might not know that can open the d…

When looking into getting extra healthcare coverage beyond the basic coverage provided by Original Medicare Parts A and B, you’ll have to choose between either a Medicare Advantage Plan or a Medicare…