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Weekend Reading: 5 Easy Ways to Protect Your Retirement Savings from Taxes

Taxation on retirement accounts is complicated enough, but when you add in ever-changing legislation rules, you might be left wondering how to protect your portfolio from Uncle Sam.

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Weekend Reading: Client Opportunities for Health Insurance Coverage Under the American Rescue Plan

You have a huge opportunity right now in the way of Healthcare. Recent changes found within the American Rescue Plan might just save you a chunk of money on health insurance now, as well as in the future.

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Weekend Reading: Retirement: How Much Cash Should You Hold?

How much cash do you need to have readily available to sleep well at night? The answer is different for everyone, as well as the strategies available to maintain that liquidity.

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Your Planning Process In The Press

Our team is passionate about creating a retirement plan that’s truly customized to you, and that begins with identifying your life’s meaning and purpose. I found that aligning your ‘why’ with financial strategies that mirror your goals and values, creates more opportunity to have an impact in the world now, as well as in the future.

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Weekend Reading: How Much Income Will Your 401(k) Provide?

A new rule in the SECURE Act could help you clarify just how much retirement income your 401(k) might produce in retirement, but it comes along with limitations.

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Weekend Reading: Will the Real Retirement Income Number Please Stand Up?

Some say four percent, others say 3.5 percent and the list continues on. The debate over a safe withdrawal rate in retirement is ongoing. You don't want to leave too much on the table, but you also don't want to run out of money.

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Weekend Reading: How 10 Types of Retirement Income Get Taxed

Stepping into retirement means going from one taxed income — To many taxable income streams that work together in replacing your paycheck. Understanding the different layers of these taxes is the first step to maximizing your tax efficiency, and keeping more of your hard-earned dollars.

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Weekend Reading: Does Your Portfolio Need Bitcoin?

Our team regularly receives inquiries about Bitcoin, and with good reason. Its growing popularity makes it appear as a star investment player for retirees, but before you include this cryptocurrency in your financial plan, make sure you know the facts.

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Weekend Reading: Worried About Passing Down a Big IRA? Consider a CRT

You might have heard the term 'Tax Time Bomb' and its relation to your IRA, especially after the passage of the 2019 SECURE Act. If you're planning on leaving a legacy to loved ones in the way of your IRA, having control of how those lifelong savings are dispersed has become more complicated. Learn more about how utilizing a Charitable Remainder Trust (CRT) could help maximize the future inheritance for your heirs.

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Weekend Reading: Right-Sizing Retirement: Exploring the Retirement Consumption Gap in Early Retirement

Are you over-saving for retirement? Are you under-spending once you get there? There’s a sweet spot for funding your retirement, but the reality is that many retirees haven’t found it.

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Weekend Reading: Avoid These 4 Common but COSTLY Retirement Income Mistakes

Your income throughout retirement no longer comes in the form of a bi-weekly check from your employer. It’s now up to you (and your trusted financial planner) to ensure you have a consistent stream of money that lasts the rest of your life.

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Weekend Reading: Introducing a Hierarchy of Financial Wellness

What if you viewed your financial wellness as a tiered pyramid, with layers that played into your overall financial security?