Timeline layout
November 2022
How to Minimize Taxes on IRA Withdrawals and Maximize Your Retirement Income
As you approach retirement, one of the most important financial considerations is how to manage taxes on your retirement income. Without proper planning, required minimum distributions (RMDs) and other withdrawals could push you into a higher tax bracket, potentially eroding ... Read more.
Why Investing in Your Health Is the Most Overlooked Form of Long-Term Wealth Planning
Nearly twenty years ago, my understanding of “long-term planning” changed forever. My father passed away at age 63. Two days before his death, my mother was diagnosed with Stage IV breast cancer. She would survive another four years, but ... Read more.
The Smart Way to Pay Less Tax on Company Stock in Your 401(k) Using NUA
When you contribute to a 401(k), your investments grow tax deferred. But when you start taking distributions, you typically pay ordinary income taxes on the entire amount withdrawn. However, if you own your employer’s publicly traded stock inside your ... Read more.
December 2022
What is so special about a Health Savings Account (HSA)?
Most people are unaware of the significant benefits a Health Savings Account (HSA) offers and why you should consider maximizing the contributions when you have access to a high-deductible health plan (HDHP). Benefits Triple Tax Advantages Tax-deductible ... Read more.
Financial-Planning.com: What’s the right ratio of U.S. and foreign stocks?
John Foligno shares his take on Financial-Planning.com “Ask an Advisor” (April 13, 2023) Dear advisors, What would be a good allocation between domestic and international stocks? I'm a 36-year-old tech worker in New York City, and I have about ... Read more.
I am nervous about making big financial decisions. How can a Financial Planner help?
A comprehensive financial plan can help when making big decisions that will impact your finances. When can I retire? Should I use a windfall to pay off my mortgage early? How much do I need to save to retire ... Read more.
Medium Alternate layout
How to Minimize Taxes on IRA Withdrawals and Maximize Your Retirement Income
As you approach retirement, one of the most important financial considerations is how to manage taxes on your retirement income. Without proper planning, required minimum distributions (RMDs) and other withdrawals could push you into a higher tax bracket, potentially eroding ... Read more.
Why Investing in Your Health Is the Most Overlooked Form of Long-Term Wealth Planning
Nearly twenty years ago, my understanding of “long-term planning” changed forever. My father passed away at age 63. Two days before his death, my mother was diagnosed with Stage IV breast cancer. She would survive another four years, but ... Read more.
The Smart Way to Pay Less Tax on Company Stock in Your 401(k) Using NUA
When you contribute to a 401(k), your investments grow tax deferred. But when you start taking distributions, you typically pay ordinary income taxes on the entire amount withdrawn. However, if you own your employer’s publicly traded stock inside your ... Read more.
What is so special about a Health Savings Account (HSA)?
Most people are unaware of the significant benefits a Health Savings Account (HSA) offers and why you should consider maximizing the contributions when you have access to a high-deductible health plan (HDHP). Benefits Triple Tax Advantages Tax-deductible ... Read more.
Financial-Planning.com: What’s the right ratio of U.S. and foreign stocks?
John Foligno shares his take on Financial-Planning.com “Ask an Advisor” (April 13, 2023) Dear advisors, What would be a good allocation between domestic and international stocks? I'm a 36-year-old tech worker in New York City, and I have about ... Read more.
I am nervous about making big financial decisions. How can a Financial Planner help?
A comprehensive financial plan can help when making big decisions that will impact your finances. When can I retire? Should I use a windfall to pay off my mortgage early? How much do I need to save to retire ... Read more.
Medium layout
How to Minimize Taxes on IRA Withdrawals and Maximize Your Retirement Income
As you approach retirement, one of the most important financial considerations is how to manage taxes on your retirement income. Without proper planning, required minimum distributions (RMDs) and other withdrawals could push you into a higher tax bracket, potentially eroding ... Read more.
Why Investing in Your Health Is the Most Overlooked Form of Long-Term Wealth Planning
Nearly twenty years ago, my understanding of “long-term planning” changed forever. My father passed away at age 63. Two days before his death, my mother was diagnosed with Stage IV breast cancer. She would survive another four years, but ... Read more.
The Smart Way to Pay Less Tax on Company Stock in Your 401(k) Using NUA
When you contribute to a 401(k), your investments grow tax deferred. But when you start taking distributions, you typically pay ordinary income taxes on the entire amount withdrawn. However, if you own your employer’s publicly traded stock inside your ... Read more.
What is so special about a Health Savings Account (HSA)?
Most people are unaware of the significant benefits a Health Savings Account (HSA) offers and why you should consider maximizing the contributions when you have access to a high-deductible health plan (HDHP). Benefits Triple Tax Advantages Tax-deductible ... Read more.
Financial-Planning.com: What’s the right ratio of U.S. and foreign stocks?
John Foligno shares his take on Financial-Planning.com “Ask an Advisor” (April 13, 2023) Dear advisors, What would be a good allocation between domestic and international stocks? I'm a 36-year-old tech worker in New York City, and I have about ... Read more.
I am nervous about making big financial decisions. How can a Financial Planner help?
A comprehensive financial plan can help when making big decisions that will impact your finances. When can I retire? Should I use a windfall to pay off my mortgage early? How much do I need to save to retire ... Read more.
Large Alternate layout
How to Minimize Taxes on IRA Withdrawals and Maximize Your Retirement Income
As you approach retirement, one of the most important financial considerations is how to manage taxes on your retirement income. Without proper planning, required minimum distributions (RMDs) and other withdrawals could push you into a higher tax bracket, potentially eroding ... Read more.
Why Investing in Your Health Is the Most Overlooked Form of Long-Term Wealth Planning
Nearly twenty years ago, my understanding of “long-term planning” changed forever. My father passed away at age 63. Two days before his death, my mother was diagnosed with Stage IV breast cancer. She would survive another four years, but ... Read more.
The Smart Way to Pay Less Tax on Company Stock in Your 401(k) Using NUA
When you contribute to a 401(k), your investments grow tax deferred. But when you start taking distributions, you typically pay ordinary income taxes on the entire amount withdrawn. However, if you own your employer’s publicly traded stock inside your ... Read more.
What is so special about a Health Savings Account (HSA)?
Most people are unaware of the significant benefits a Health Savings Account (HSA) offers and why you should consider maximizing the contributions when you have access to a high-deductible health plan (HDHP). Benefits Triple Tax Advantages Tax-deductible ... Read more.
Financial-Planning.com: What’s the right ratio of U.S. and foreign stocks?
John Foligno shares his take on Financial-Planning.com “Ask an Advisor” (April 13, 2023) Dear advisors, What would be a good allocation between domestic and international stocks? I'm a 36-year-old tech worker in New York City, and I have about ... Read more.
I am nervous about making big financial decisions. How can a Financial Planner help?
A comprehensive financial plan can help when making big decisions that will impact your finances. When can I retire? Should I use a windfall to pay off my mortgage early? How much do I need to save to retire ... Read more.
