- Dec 12 2018Retirement Planning: Roth IRAs vs. Traditional IRAs
When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.Dec 3 201810 Things to Know About Qualified Charitable Distributions in 2018
Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.Nov 27 2018Not All Income Is Equal Because of Taxes: 3 Types of Income
Income from investments can come in many forms. Read about the various categories and typical sources of income from a tax perspective.Nov 16 2018Gifting Remains a Viable Strategy to Limit Taxes
Charitable giving is a great way to save on taxes--even under the new Trump administration tax laws. Here are 3 great examples.Nov 7 2018Should You Pay off Your Mortgage? A Difficult Decision.
It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!Nov 1 2018Retirement Planning Strategies: 7 Year-End Mistakes to Avoid
Some of the biggest oversight’s advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.Oct 10 2018Where’s the Beneficiary Form…?
Inherited IRAs are one of the biggest issues advisors deal with. Read these case studies to understand the importance of updating IRA beneficiary forms.Aug 22 20185 Ways to Mess Up Your Retirement: Buy a Brand New Car!
Don't mess up your retirement with an impulsive purchase. Read how buying a brand-new car could actually hurt your future plans.Jul 25 2018Ladies, Would You Like to Have an Extra $100k in Retirement?
Choices you make about retirement will determine how you live out the last years of your life. Ladies, we can help you optimize your money.