Was 2021 a great rebound year for your income? If so, consider deferring some of your income to help avoid paying taxes at a higher rate. This cou...
Did you recently retire? If so, your work-related income has likely declined. This being the case, a Roth conversion could make sense for you this y...
Do you find yourself with a little extra cash toward the end of the year? If so, be sure to max out your retirement plan contributions. Curious wh...
Are you turning 65 and still employed? Should you sign up for Medicare or continue your employer’s healthcare plan? In this interview with Lance O...
What are some pitfalls to avoid when selecting a Medicare supplement (watch video here)? What should you be considering when signing up for Medicare?...
The top marginal tax rate is currently 37%. In 1963 the top marginal tax rate was 91%! What’s your plan if tax rates increase? Are you prepare...
A cup of coffee cost more than 2X what it cost 30 years ago. Is your portfolio prepared for the long-term effects of inflation? See how...
The average American believes they need $1.9 million to be able to retire. What is your number and how can you get there? Contact us to find out!...
Planning for your retirement may seem like an insurmountable task, but it doesn’t have to be. Contact us to see how we can simplify your financial l...
Ever wonder what the value of time is? In this video, we show how much you may end up costing yourself if you delay saving and investing for just 10...