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...
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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?...
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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...
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Tax Planning – What is it? Why is it important? 3 Tax Planning Strategies for Savers and Investors
April 19, 2021
Do you know what one of your biggest expenses may be in retirement? Taxes! In this video I talk about the difference between Tax Preparers and Tax Planners (and why you might need both!), what tax planning is and why it is important, and the strategies you can consider.
401k vs Roth 401k – Which is Better? Which should you contribute to?
April 19, 2021
Is it better to contribute to the 401(k) or Roth 401(k)? The Roth 401(k) could offer great benefits like tax-free growth & future tax-free income. But which is more tax-efficient for you and your future? In this video I talk about the differences between the 401(k) vs. Roth 401(k) and which may be better for you to save in.