Yes, you read that right. There are taxes on your Social Security benefits. How much? Well, that depends on your combined income. In this post...
Watch NowRecent Videos
Should you invest in your company 401k?
Should you be saving and investing in your company 401k for your retirement? If you pay attention to all aspects of the 401(k) account, you...
Watch Now
2021 – 2nd Quarter Market Review and Outlook
In our latest Market Talk, we explore the factors that pushed markets in the second quarter. What to look for in the second half of...
Watch Now
Tax Strategies for High-Income Individuals and Families
Do you know what comes with a higher income? Most likely a higher tax bracket and a larger tax bill! Whether you are making an...
Watch Now
Understanding 9 Important Ages (& Strategies) in Retirement Planning
If you are age 50 or older, there are some key ages to be aware of that would potentially: Save you money; Allow you to...
Watch Now
5 Tips Towards Successful Investing
There is a lot of noise in our world. That can make it tough when it comes to what you should and should not be...
Watch Now
How Retirement Income Gets Taxed & 5 Strategies to Help Reduce Those Taxes
As you tally up what your income in retirement may look like (or already is), don’t forget to account for taxes. This video discusses how...
Watch Now
Want to Retire Early? 5 Areas to Have Covered
Thinking about retiring early? Looking to get a jumpstart on that “bucket list”? Maybe you are just tired of the workforce and ready for independence....
Watch Now
Your 401k – How do you use it? What are the 401k withdrawal rules?
Your 401(k) may be one of your biggest retirement savings tools. But, how do you use it? At what age can you take a withdrawal?...
Watch Now
Capital Gains Tax – How to Help Avoid or Reduce Capital Gains Tax
Do you have non-retirement asset(s) that have appreciated in value? Maybe stocks? Property? A Business? Well, don’t forget you might owe the IRS on your...
Watch Now
Taxes on Social Security Benefits & Potential Ways to Reduce the Taxes
August 31, 2021
Yes, you read that right. There are taxes on your Social Security benefits. How much? Well, that depends on your combined income. In this post and video, I discuss how to determine how much of your Social Security benefit is taxable. Also, potential ways to reduce the taxes on your Social Security benefit.
Should you invest in your company 401k?
August 10, 2021
Should you be saving and investing in your company 401k for your retirement? If you pay attention to all aspects of the 401(k) account, you may not want to contribute all of your retirement savings into it. In this post and video, I discuss the advantages and disadvantages of a 401k and alternative strategies that you may want to consider.
2021 – 2nd Quarter Market Review and Outlook
July 27, 2021
In our latest Market Talk, we explore the factors that pushed markets in the second quarter. What to look for in the second half of the year. Plus strategies and opportunities to implement in your financial picture.
Tax Strategies for High-Income Individuals and Families
July 13, 2021
Do you know what comes with a higher income? Most likely a higher tax bracket and a larger tax bill! Whether you are making an above-average income OR you have maxed out your retirement accounts and just wondering where to save in the most tax-efficient way, this video covers 11 tax strategies for high-income individuals to help reduce taxes and keep more of your hard-earned money with you and your family.
Understanding 9 Important Ages (& Strategies) in Retirement Planning
June 21, 2021
If you are age 50 or older, there are some key ages to be aware of that would potentially: Save you money; Allow you to save more money towards your retirement; Increase your income; and reduce your overall tax situation. In this video I cover 9 important ages to be aware of, why the age is important, and strategies that may be available to you at those ages.
5 Tips Towards Successful Investing
June 8, 2021
There is a lot of noise in our world. That can make it tough when it comes to what you should and should not be concentrating on as an investor. The stock market has shown us it has its ups and its downs, which can create a lot of emotions when investing your hard-earned money. Covered in this video is what noise, thoughts, and information to IGNORE as an investor to help keep you on track towards long-term success.
How Retirement Income Gets Taxed & 5 Strategies to Help Reduce Those Taxes
May 25, 2021
As you tally up what your income in retirement may look like (or already is), don’t forget to account for taxes. This video discusses how some of your primary sources of retirement income are taxed and 5 strategies to help reduce those taxes and keep more of your income with you vs. going to the IRS.
Want to Retire Early? 5 Areas to Have Covered
May 18, 2021
Thinking about retiring early? Looking to get a jumpstart on that “bucket list”? Maybe you are just tired of the workforce and ready for independence. We’ve helped others, just like you, towards that same goal and there are 5 areas that you will want to make sure you have covered if retiring before age 65.
Your 401k – How do you use it? What are the 401k withdrawal rules?
May 13, 2021
Your 401(k) may be one of your biggest retirement savings tools. But, how do you use it? At what age can you take a withdrawal? What if you wish to take control of your funds instead of leaving it at your employer? In this video, we cover those subjects along with other 401(k) withdrawal rules.
Capital Gains Tax – How to Help Avoid or Reduce Capital Gains Tax
May 11, 2021
Do you have non-retirement asset(s) that have appreciated in value? Maybe stocks? Property? A Business? Well, don’t forget you might owe the IRS on your appreciation, or gains, when you sell the asset. The Capital Gains Tax. With planning, you may be able to reduce or eliminate this tax and keep more of your gains in your pocket.