Latest Articles
Tax (2)13 Articles
Wed, Jul 5, 2023
3 Ways to Lower Income Tax in Retirement
How can you make the most of your retirement income sources, minimize your tax bill, and keep more of what YOU earned? Here are 3 ways.
Wed, Jun 28, 2023
Timing is Everything: When Should YOU Take Social Security?
You can start collecting your monthly retirement paycheck from Social Security between 62 and 70 years old. Eight years is a wide window…so consider these major factors as you decide when to claim your benefit.
Wed, May 31, 2023
Saving for Your Kids Can Be a Lifelong Lesson in Financial Literacy
Savings accounts, financial literacy, and investments could potentially impact your child’s life forever. Discover 4 types of accounts for minors – and the possible tax benefits too!
Wed, May 24, 2023
How Can You Pay Less Capital Gains Tax?
How hard will you be hit by taxes on your investments this year? Let’s walk through three strategies to potentially help lessen the blow from capital gains.
Tue, Apr 26, 2022
Moving States: What Does It Mean for Your Finances?
Working remotely and ready to hightail it to a mountain chalet or beach? Before you move to a new state, consider the impact on your finances.
Tue, Apr 19, 2022
What to do With a Sudden Influx of Cash
Did you receive a tax refund this year? Any large lump sum of money can dramatically affect your trajectory towards your life goals. How should you manage this influx of cash?
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.