Insights
What tax-smart investment vehicles are available to help pay for our grandchild’s college education?
It’s often challenging for parents to decide how much to fund their children’s college education without sacrificing their own retirement savings needs. Grandparents can help by funding their grandkids college education and easing the burden on parents to decide between ... Read more.
What is the optimal tax strategy for investment account withdrawals in my early retirement years?
After being in a savings mode for a good part of your life, you have now transitioned into retirement and may be wondering the best way draw down assets from your investment accounts to meet your living expenses and ... Read more.
Am I financially OK?
"Am I financially OK?" is undoubtedly the most frequently asked question that I receive. As you might expect, there is not a one-size-fits-all answer, and many feel stuck when making financial decisions. However, here are a handful ... Read more.
What should I do with my cash?
Your investments should always be working for you. When you invest your money in asset classes like stocks, bonds, or real estate, you set an expectation of the amount each should earn over a given time. And ... Read more.
How will taxes impact my retirement income?
You worked hard to earn your money and deserve to enjoy your retirement income, and when deriving income from investments, possibly a pension, and Social Security, there are many factors that will impact your taxes. And, if ... Read more.
Year-End Tax Planning
The first thing to do is review the goals that you created for the year and see which ones you completed. This is something to celebrate, so give yourself a well-deserved pat on the back! Next, consider the remaining ... Read more.
