Nov 8, 2024 | Financial Planning, Retirement, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these...
Oct 4, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Roth IRA Considerations for the High-Income Earner Firstly, I’m amazed we are already in October! It seems like 2024 just started, but alas we are only 3 months away from entering a new year. As we think about how quickly time flies, it’s good to...
Aug 23, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
May 17, 2024 | Estate Planning, Financial Planning, Retirement, Social Security, Uncategorized, Weekly Financial Thought
Blog “Is Social Security Really Going Bankrupt?” Unless you’re living under a rock, you’ve heard some version of the statement that social security is running out of money and that we shouldn’t be counting on it for future retirement income. While there are...
May 10, 2024 | Investing, Investing Goals, Retirement, Weekly Financial Thought
Blog “The Increase in Americans Retiring Overseas” America can be an expensive place. Having personally lived overseas, it’s not to say that other areas are always cheaper, but the reality is that more and more Americans are finding retirement locations that they love...
May 3, 2024 | Congress, Issues that effect todays Market, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought
Blog May 3rd, 2024 “Tax Disparity” As we come into an election year, there will many different topics discussed and debated, but one that will likely come up is our country’s budget deficit (now over $33 Trillion) and how increasing taxes could help to offset this...
