Kiplinger

You have the ability to gain more tax control over your hard-earned dollars, despite the many complexities of today’s tax rules. All you need is a forward-focused tax roadmap to help you get there.

Your most important retirement planning decisions rely on timing. While long-term performance is certainly front of mind for your investments, before anything else, you must pay attention to the “when” questions.

Your retirement income strategy should be crafted with the end-goal of providing lifelong income. Amidst recent risk factors such as inflation and market volatility, one way to guarantee that income is by leveraging annuities.

Your future is unpredictable, and that’s the primary reason our team speaks with the families we work with about the importance of considering long-term care (LTC) insurance.

Your future tax rate versus your current tax rate isn’t the only consideration for you to make when evaluating a Roth conversion.

If you’re near or already in retirement, an active management approach will help offset the volatility we’ve continued to see.

With rate of return being such a primary factor for basing investment decisions, you should know there are actually two different types: Average rate of return and actual (or real) rate of return. And both are not created equal.

Instead of sitting on the sidelines in fear, you may want to consider short-term investment options that can help put your dollars to work.

As much as we would prefer Uncle Sam to not follow us into retirement, taxes do not disappear with the elimination of your paycheck.

You will inevitably face roadblocks on your way to and through retirement, but identifying what those are is often the first step to overcoming them.

If you’re still employed but eligible to enroll for Medicare, weighing the costs and options of your company healthcare insurance versus Medicare plans available is crucial.

As 2023 quickly approaches, analyzing the tax impact of any financial moves you plan to make before year’s end is key.