Financial Articles

Your optimal Social Security claiming strategy doesn’t need to be complicated, but it does involve making sense of complicated rules and regulations.

A forward-looking tax strategy requires being proactive. To minimize your tax bill next year, you’ll want to consider employing tax efficient strategies for the remainder of 2023.

Here, you’ll find guiding principles that lend to living a fulfilling and meaningful life developed from Roman Emperor and Stoic philosopher, Marcus Aurelius.

Comprehensive retirement strategies require understanding the growth potential and tax impact of investment vehicles. Two options in your tool box include Roth IRAs and non-dividend paying stocks.

You shouldn’t let the possibility of something happening dictate all of your financial decisions. Look at your own unique financial situation and leverage a comprehensive framework so you can ignore the news headlines and enjoy the here and now.

It’s important to note that past performance cannot predict the future. However, historical information can help you set reasonable market expectations.

Your income and cholesterol level are important numbers that lend to living a long, happy retirement. However, another number that can impact your longevity is your zip code.

Ask yourself: What do you really want out of life? If you don’t know – Or you think you know, but you’re unsure, it’s time to gain clarity on your Purpose.

You could be the brightest stock-picker in the land, but outperforming the market would still be incredibly difficult.

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.

If you are focused more on outperforming in bear markets than bull markets, fixed indexed annuities might be the answer, especially given this interest rate environment.

The confident, comfortable retirement you deserve includes having a plan for the unexpected.