High Earners and Successful Savers: What Is Your Tax Plan for the Future?
We’re experiencing historically low tax rates right now, so what can you do to plan ahead? In the near future, tax planning could become the most important part of your financial plan. We saw a period of record high government spending during COVID, and this trend could continue. Considering the new administration’s proposals for raising […]
Successful Retirement Plans Are Built on These 5 Pillars – Published: May 29, 2020
Is your retirement plan solid? Check to see if you have all your bases covered, or whether your retirement “structure” is missing a key component. There is so much that goes into preparing for retirement, sometimes it’s hard to know where to start. Having a comprehensive plan or blueprint will make the process easier by […]
Use Today’s Tax Overhaul to Invest in Tomorrow
Here’s a roundup of what is changing for 2018, and how you can make the most of your potential savings. Uncle Sam wants you … to spend some money. That’s the idea behind the Tax Cuts and Jobs Act, the largest tax overhaul in decades. Or, as President Donald Trump said in October, the hope […]
To Buy or Not to Buy: Do Annuities Have a Purpose in Your Portfolio?
There are two specific types of retirement savers for whom annuities make a lot of sense. See if you’re one of them. Investors have a love-hate relationship with annuities. 1. Annuities offer guaranteed income I often meet with people who have no guaranteed income for retirement other than their Social Security benefits. They might have […]
