Latest From The Blog

You’ve built a retirement nest egg by saving consistently and investing carefully. An asset allocation that allowed growth but gradually reduced risk as you got closer to retirement was probably part of the plan. But once you’re in retirement, your focus shifts a bit. The value of having accounts with differing tax statuses becomes apparent when you set out to create an income stream and start withdrawing money. The return profile of the asset and how it is taxed can make a great deal of difference to both the overall return of the portfolio over time, and the amount of taxable income generated each year.

Finally being eligible for Medicare solves one of the largest problems you will face in retirement: healthcare. One benefit of Medicare is being able to select various Parts and plans that pertain to your needs. After you have made the adjustment, Medicare can be convenient and affordable for those turning 65. However, Medicare costs are directly related to your income. If you make over a certain amount of income, extra surcharges on your Medicare premiums start to kick in.

If you like taxes, raise your hand!.... That's what I thought. Learn the importance of a good tax strategy for your retirement income and reduce your lifetime tax bill.

If given the choice, would you rather pay capital gains taxes on a large transaction all at once, or put it on layaway and make tax payments over time? If there’s no interest accruing while the tax payments are being delayed and you can invest that money, it would make sense to delay paying taxes right, right?

Many business owners and real estate investors feel trapped in their business or property by an ever-increasing tax bill from capital gains due when they sell. Luckily, there is a tax-deferral alternative for investors and owners that prevents the feeling of being drained by taxes upon the sale of your business or real estate.

Whether you’re starting a career or approaching the end, here are the reasons why you should strategize retiring earlier than you might plan.

Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

Do you have enough prepared to enjoy retirement how you imagined? These four tips can help you figure out how much money you'll need to retire comfortably.