Financial
Secure Act 2.0 – How Your Retirement Plan is Affected
The Secure Act 2.0 impacts your retirement planning, and it has some major updates to it, including required minimum distributions (RMDs). Since the Act was just passed at the end…
Read MoreNavigating The Decision to Retire Now or Work Longer
Are you thinking about retirement and your goals, but you’re stuck on the decision to retire now or work longer? Many people are in the same situation as you. Understanding…
Read More10 Tax Tips for The Beginning of 2023
With 2023 here, one thing that you want to consider when retirement planning is taxes. You never want to spend more money on taxes than necessary, and that’s why we’re…
Read MoreRetirement Planning Considerations to Begin in 2023
The new year is the perfect time to set your retirement planning goals. If you are nearing retirement or just entered it, there are a lot of considerations going into…
Read MoreLooking Back – Taxes – Retirement Planning – Annuities
In our last podcast of 2022, we wanted to look back at the past year and help you find some of the great resources that we provided. We’re going to…
Read MoreMAGI Versus AGI – What is the Difference?
Adjusted gross income (AGI) and modified adjusted gross income (MAGI) are two important parts of a tax return, but many people don’t understand the key differences between the two. Our…
Read MoreHow is the Economy Doing Right Now?
Going into December of 2022, we can say that the year has been boring, to say the least. Inflation is high, the stock market has been on a rollercoaster ride,…
Read MoreFixed Annuities – Best Rates in Over a Decade
Interest rates are rising, and while this is a concern in many areas, it’s a major driver of fixed annuities. We’re in the best environment for fixed annuities in the…
Read MoreStructured Notes – Frequently Asked Questions
Structured notes are something that a lot of our clients are asking us about. We use these notes, but many people don’t know what they are, how to buy them…
Read More2022 End of Year Tax Strategies
Taxes should be on everyone’s mind at this point in the year. Retirement planning and end-of-year tax strategies should be interlinked to help you secure your retirement and pay as…
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