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The Hidden Tax Benefits of Investment Location Feb 15, 2024

Are you possibly paying more in taxes than necessary? In this article, we’ll explore a strategy that few people are discussing but has the potential to significantly reduce your IRS bill.

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Will Roth IRAs Eventually Become Taxable? Feb 15, 2024

Could Roth IRAs face taxation in the future?

After foregoing the upfront tax benefits of a pretax account for the assurance of tax-free growth, is there a chance the rules could change, making Roth...

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5 Overlooked Retirement Expenses You Can’t Afford to Ignore Feb 15, 2024

Over the past twenty years, I have guided numerous individuals through their retirement journey, starting from their final day at work and continuing into the later stages of their golden years. In...

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The Retirement Tax Torpedo Feb 15, 2024

Retirement should be a time to relax and enjoy the fruits of your hard work. However, many retirees are caught off guard by the so-called “retirement tax torpedo,” which can...

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3 Times It Makes Sense to Convert to Roth IRA Feb 15, 2024

“Should I convert to Roth IRA?”

That’s a question I hear in nearly every initial consultation for retirement income planning.

And understandably so – who wouldn’t want...

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Demystifying the Windfall Elimination Provision Feb 15, 2024

NOTE: The Social Security Fairness Act was signed into law on January 5, 2025. As a result, the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) have been repealed....

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The 5 Phases of Saving for Retirement Feb 15, 2024

Saving for retirement is a lifelong process that unfolds through various stages. While the steps may differ based on individual circumstances, a general framework can be outlined. Each stage...

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What Happens If Your Brokerage Company Collapses? Feb 15, 2024

Given the recent reports of bank failures, there is a growing concern among individuals regarding the safety of their investments in the event of a brokerage company collapse. 

It’s...

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What’s Ahead for 2023 Feb 15, 2024

The year 2022 was certainly challenging for investors. For the first time since 1969, the values of both stocks and bonds logged a negative return. 

Here’s a quick snapshot of the 2022...

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Can You Afford To Retire? Feb 15, 2024

How do you know when you’ve saved enough to retire?

If you do a quick online search for the term “can I retire with”, you’ll see thousands of search results for “can...

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September Client Update Feb 15, 2024

Could we be nearing the end of the bear market?

Based on the average, yes.

But that doesn’t always mean clear sailing ahead.

If fact, it could mean the opposite.

In this client video, I cover...

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How Much You Need To Retire: 3 Simple Formulas Feb 15, 2024

There are some very simple rules of thumb that you can use to help make sure your savings will last throughout your retirement. In this video, I talk about three of these rules that I see most...

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