Our Blog
How to Prepare and Take Advantage of Bad Markets
If the debate over the recession and extreme market downturns have you stressed, there are three simple steps you can take today to give you more peace of mind.
5 Tax Efficient Wealth Transfer Strategies
This video will give you five things to do to take over more control over how much tax you pay to the government.
Significance, Identity, and Purpose Doesn’t Have to End at Retirement
Two Mindsets Going Into Retirement I've seen two kinds of people. Those who are excited about retirement ready to be done with work, and those who don't even want to think about retirement because they're either too busy to think about it, or they just don't know what...
How to STOP Paying Tax on IRAS
If you’re 50 or older, this is going to help you pay the least amount of tax over your lifetime. Most people don’t figure this out until it’s too late, and then they’ve missed an opportunity to do this, but you’re here so you’ll have some options.
What’s The Right Time To Adjust Your Portfolio?
Risk and Rebalancing Your Portfolio If you're retired or you're thinking about retirement - making sure that your portfolio doesn't drift away from how it’s supposed to be invested is important. It gives you slightly more control over what your investments do and can...
Is The S&P All I Need to Retire? Retirement Planning Investment Strategy For Retirees.
More than Risk Tolerance I recently spoke with a prospective client who felt good about his investment strategy, but needed advice on tax efficient withdrawal strategy and creating his blueprint for retirement. He's one year from retiring. When we started talking about...
Two Critical Parts to Your Ideal Retirement
Retiring Well When it comes to retirement, there are two things we need to get right in order to make this next stage of life the best it can be. The problem is that the entire financial industry focuses on just one. A lot of people achieve financial security in...
Little Known Tax Strategy For Retirees. How She Saved 50k in Taxes.
No One Wants to Tip Uncle Sam Most people want to pay the least amount of tax possible over their lifetime. There are a lot of different strategies to do so. Some tax-saving strategies are better than others based on individual situations, but there is one strategy...
Married Couples Social Security Strategy: When You Start Could Have a BIG Impact
Maximizing Your Social Security Family Benefit The date that you start Social Security can really impact the success of your and your spouse's retirement plan. Not every married couple understands the extent this could affect their overall financial plan....