Posts by angelicacomahig
Maximizing Tax Benefits by “Bunching” Charitable Contributions
Taxes are something very few people are excited to talk about. We know that it’s far more exciting to talk about maximizing tax benefits when trying to secure your retirement.…
Read MoreApril 24, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read More2023 1st Quarter Economic Update
Andrew Opdyke was our special guest on this past week’s podcast. If you’ve read through our blog or listened to our podcast before, you know that Andrew is who we…
Read MoreApril 17, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreRetirement Withdrawal Strategy
If you’re like most people, you’ve worked a lot, put money into retirement and relied on your paycheck to pay the bills. A lot of time goes into retirement planning,…
Read MoreWhy Review Beneficiary Designations Annually
Retirement planning is a long process. When you first start trying to secure your retirement, your life may be entirely different than it is today. One topic that we’re passionate…
Read MoreApril 10, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreApril 3, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreSocial Security Spousal Benefit
Heather Schreiber is someone who we hire as a consultant to help us with the many iterations of Social Security planning. She is our special guest on this week’s podcast,…
Read MoreMarch 27, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
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