You have spent decades planning for retirement. Just when you think you have everything figured out and a concrete retirement plan in place - You get thrown a curveball.... Read More
We’re here for you. As your fiduciary, fee-only advisors, we are here to support and guide you through the financial impact of COVID-19. Browse and share our library of... Read More
The Net Investment Income Tax is an added tax that is charged on dividends, interest, and capital gains from your investments. It can also apply to many other forms... Read More
Health Savings Accounts (HSA) are one of the best types of accounts for retirement. They have more potential tax advantages and flexibility than any other retirement account. For those... Read More
History has shown that stock market declines are a normal part of investing. But how do we know when a stock market decline is more mild and of little... Read More
I bonds have recently been a healthy alternative as a part of the diversification of your retirement portfolio. As the stock market has been very volatile, investors are... Read More
If you don’t need your RMD (required minimum distribution) to cover ongoing living expenses, you are required to still take it. Here’s 3 options that can help you reduce... Read More
The addition of the new Mutual Fund Window in the TSP is the biggest change in the thrift savings plan programs history. In June of 2022 The Thrift Savings... Read More
Long term care insurance is important because the costs of long term care can be a burden on just about every retiree. Because of the high costs, many people... Read More
In March of 2022, new Iowa tax reform was signed into law that will do away with Iowa’s complex income tax brackets and apply a flat tax. In addition... Read More
Should you buy additional life insurance from your employer, or through a private policy from an insurance company? Anyone is able to buy life insurance directly from an insurance... Read More
There are a number of valuable items you can review on your tax return to reduce how much tax you are paying when retired: Read More
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