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Doing these five things in retirement could put stress on your money plan, which could end up leading to increased worry about your finances. I want to show you some...

A lot of retirees who give to charity are paying more in tax than they have to, especially if they have both retirement accounts like an IRA or 401k, and...

Planning for your Best Retirement

Approaching retirement, many couples meet with a financial advisor to map out all of the “what-if” scenarios, their tax efficient...

Plan Ahead to Pay Less Capital Gains Tax

If you have a high income in retirement, it’s possible to pay 0% capital gains tax on your investments. With a little bit of...

Determining Needs vs Wants in Retirement

Before you retire, there are a few expenses you should consider paying off before you say goodbye to your wage or work...