A viral social media post promises a retirees can pull $10,000 a month tax-free. Beware of “secret tax loopholes” advertised online are not what they appear.
The “Pay Zero Tax in Retirement” Myth
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We don’t trade stocks, and neither should you
Picking individual stocks undermines true financial success. Comprehensive planning makes a far greater impact on lifetime success than investment selection.
Can your financial plan handle a storm?
Some financial advisors are like an experienced farm hand. They’ve seen storms come and go. We build holistic financial plans so you can sleep through the storm.
Everyone wants to be rich
I personally want to save money, but I would rather find a shortcut. Do shortcuts work? How can you save money when there’s so much encouragement to spend?
“It’s Like Déjà Vu All Over Again”
We take our responsibilities with your money very seriously. Recently we made some calculated movements within the portfolio and here’s an explanation.
Gold or Hold?
Is gold a good investment right now? Whenever there are times of turmoil in the world, many pundits become gold bugs. Here are my thoughts on investing in gold.
How much tax will I pay if I convert my traditional IRA to a Roth?
When you convert contributions from a traditional IRA into a Roth IRA, you pay taxes on the pre-tax portion of the converted funds. However, there is a catch…
What’s a treasure map without an “X”?
What’s your “X”? How you can avoid a disconnect between your money and your retirement plans and plan the most realistic and enjoyable retirement possible.
Health Savings Accounts: Powerful Tools in Financial Planning
Understand the full potential of a Health Savings Account. They can help you pay for healthcare costs, save for retirement, and lower your taxable income.
7 signs you need a new financial advisor
When 90% of advisors are overcharging clients through hidden fees, change might be a good idea. But, how do you know you really need a new financial advisor?
A financial advisor’s guide to college planning
Practical strategies for balancing educational goals with financial well-being, ensuring a rewarding college experience without overwhelming debt.
9 Steps to a Better Financial Future (Not an exhaustive list!)
We cannot know what the future holds, but my goal is to help you understand the risks and protect your financial future with these 9 simple steps.