Financial
The Basics of a CCRC
Rae Dawson was a special guest on our podcast this past week, and she was happy to talk to us about a very important topic: CCRC. If you don’t know…
Read MoreThe Art of a Risk-Adjusted Portfolio
We’re excited to talk to you about a conversation that we have with every client surrounding risk. Clients who are further away from retirement often don’t mind taking on more…
Read MoreRoth IRA – 5-Year Rule – Part 2 with Denise Appleby
In our last podcast (read the blog here), we dove right into one of the most common questions our clients and listeners have: Roth IRAs and the 5-year rule. Well,…
Read MoreRoth IRAs – 5-Year Rule and Conversions
Roth IRAs are on the minds of many of our clients and listeners. If you’re concerned that taxes may be higher in the future, you may want to learn more…
Read MoreRequired Minimum Distributions – Monthly, Quarterly or Annually?
Required minimum distributions (RMDs) become a very important point of discussion before the end of the year, and there is a lot that you need to consider. You can take…
Read MoreSocial Security Taxation – How it Works
Social Security taxation is complex. You may need to pay taxes on your benefits, or you may not have to pay taxes. Ultimately, your combined income will determine if you…
Read MoreQCDs and Donor Advised Funds in Retirement Planning
Retirement planning has a lot of moving parts. You can be charitably inclined and save money on your taxes at the same time. On the Secure Your Retirement podcast, we’ve…
Read MoreMastering Medicare Planning
Open enrollment for Medicare is right around the corner, and people on all points of the spectrum should begin planning for it. If you’re in one of the categories below,…
Read MoreWhat’s The Difference Between an EA and a CPA?
We’ve been working hard for years on our integrated wealth management experience. A major component of the experience is tax planning and advice, and we even assist with tax filing…
Read MoreIntegrated Wealth Management Experience
Integrated wealth management experiences are our way to help clients have the type of retirement planning assistance that is provided in a “family office.” If you don’t know what this…
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