Financial
Sequence of Returns – How It Could Affect Your Retirement Plan
Sequence of returns is how long your money will last in retirement. If you’ve been reading our blog or a Secure Your Retirement podcast listener for any length of time,…
Read MoreNavigating Tax Withholding – A Guide for Retirees
Taylor Wolverton joined us on our podcast this week, and for those who don’t know, she’s our go-to person for everything taxes. This week we’re discussing tax withholding, which can…
Read MoreInvesting in Uncertain Times – Election Edition
It’s that time that comes around every four years – presidential elections. There is one question that inevitably pops up: does the presidential election impact the stock market? Retirement planning…
Read MoreTips For Gifting and Loaning Money to Children
You’ve done well in retirement planning and you’re living a good life. You may have plans to leave money to your heirs, and many of our clients want to learn…
Read MoreHarnessing the Power of Step-Up in Basis
Step-up in basis is something that the average person only needs to deal with once or twice in their lifetime. If you’re not sure what this means or how it…
Read MoreClosing the Gap Strategies for Coping with Medicare’s Doughnut Hole
Shawn Southard, our in-house Medicare specialist, joined us on our latest podcast to discuss Medicare’s Doughnut Hole. If you don’t know what this means or how it relates to you,…
Read MoreAnnual Financial Planning Strategies- Beneficiary Best Practices
Nick Hymanson, a financial planner who is also part of our team, joined us on our latest podcast to discuss something very important: beneficiary best practices. If you work with…
Read More2023 Tax Planning to Tax Preparation in Retirement
Taylor Wolverton sat down with us to discuss prepping your taxes in 2023. Taylor helps our clients with a focus on tax planning, and she shares a wealth of information…
Read MoreCybersecurity Safety in Retirement
On the Secure Your Retirement podcast, we had a very special guest to discuss cybersecurity safety in retirement. You’ve worked your entire life to retire one day, and with how…
Read MoreDon’t Gamble Your Retirement
We were recently at a conference in Las Vegas, and it made us think about the retirement gamble. Gambling isn’t for everyone. Someone will hit a jackpot, but others simply…
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