Posts by kevin
How Annuities Fit into Retirement
While planning your transition from work to retirement, you’ve probably heard plenty of opinions about annuities—some glowing, some skeptical, and many that are simply outdated. In our recent Secure Your…
Read MoreThe Benefits of Life Insurance: Tax Planning, Legacy, Long Term Care
Life insurance isn’t just about replacing income after a loss. Structured the right way, it can be a flexible engine for tax-efficient retirement planning, multigenerational legacy building, and smart long-term…
Read MoreWhy Estate Planning Isn’t Just for the Ultra Wealthy
Many people assume estate planning is only necessary for ultra-high-net-worth families or celebrities. But the truth is, everybody has an estate, and failing to plan means leaving your assets, your…
Read MoreThe “One Big Beautiful Bill”: What You Might Have Missed About the Latest Tax Law Changes
In this week’s episode of the Secure Your Retirement Podcast, hosts Murs Tariq and Radon Stancil welcome back Taylor Wolverton, CFP® and Enrolled Agent, to unpack the smaller — yet…
Read MoreThe Fed Just Cut Rates – What It Means for Your Retirement
The Federal Reserve’s decisions about interest rates always make headlines, but they also ripple directly into your retirement plans. In September 2025, the Fed made a pivotal move: a rate…
Read MoreUnderstanding Step-Up in Basis: What Happens When You Inherit Appreciated Property
Inheriting property while dealing with grief is overwhelming enough without worrying about complex tax implications. One of the most important concepts to understand is “step-up in basis,” a tax benefit…
Read MoreWhat most people miss about early retirement…
The question comes up in nearly every financial planning meeting: “Can I retire before 65?” Most people assume early retirement is either impossible or prohibitively expensive, especially when healthcare costs…
Read MoreThe One Big Beautiful Bill Act: What It Means for Your SALT Deductions
If you’ve been wondering how the One Big Beautiful Bill Act affects your taxes in 2025, especially your state and local taxes (SALT) deduction 2025, you’re in the right place.…
Read MoreMaking the Most of Your Social Security Benefits
When it comes to retirement planning, one of the biggest questions is when and how to claim Social Security. For many, it’s a cornerstone of retirement income, and the choices…
Read MoreMedicare Advantage Brokers and Your Healthcare: What Retirees Need to Know
A recent MarketWatch article carried the headline: “Medicare Advantage Brokers Could Now Focus More on Making Money and on Commercials than on Your Healthcare.” For retirees, that raises a serious…
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