Roth Conversions are the topic du jour as we approach year end tax planning. This article looks at the benefits and costs of a conversion, including identifying the optimal windows and why they can be great tax management tools for both early and late career savers.
Everyone is looking for tips and tricks to pay less in taxes and make the most of their money. A health savings account (HSA) is one of our favorites! It is the only Triple Tax-Free account that allows you to save and plan for retirement.
Dialing in taxes during retirement is a little like working with a Rubic's cube!
Where will my income come from in retirement? How will I know which account or source to tap when? Learn more to better understand how your retirement paycheck is created!
For many people, a budget may invoke the idea of a diet. Budgeting doesn’t always mean cutting something out rather it is a guide to alternatives that honor your financial plan.
Weather events seeming to garnering all the headlines these days regardless of where you live or are traveling to. They are also influencing the choices people are making for retirement.
Social Security is the most significant income stream for most people in retirement. Is it going bankrupt?
There are good things on the table in Washington with regard to retirement planning.
For most of our working lives, we developed a decades-long discipline to save for important life events....buying a house, kids, college and of course, retirement. Those who have reached this watershed moment often tell me how difficult (and weird) it is to shift to a spend it mindset! Creating a paycheck isn't difficult, it just takes some time and planning!
What happens when retirement is unexpected? Often the best intentions go awry....life happens and one is required to pivot. Meet Sally and Harry, our resilient baby boomers as they confront life plans that went sideways and how they moved forward and thrived.