For most retirees, you won’t need to pay estimated income taxes. That’s one less thing to do each quarter! However, there are a few circumstances when paying estimated taxes... Read More
You may already know that donating through a Donor-Advised Fund (DAF) is an excellent way to help charities and possibly save on your own taxes, but there are a... Read More
A QLAC, or a Qualified Longevity Annuity Contract, is a unique type of deferred income annuity that is popular for those looking to reduce their RMDs early on in... Read More
If you have been saving in an annuity and are nearing retirement, you have a decision to make about how to withdraw money from your annuity in retirement. Depending... Read More
Covered call funds offer investors the prospect of much higher dividend payments than regular index funds. Funds that follow a covered call strategy have attracted tens of billions of... Read More
Knowing that you have a sustainable withdrawal rate from your retirement portfolio can take a lot of stress out of retirement. But how do you know what a safe... Read More
High yield bonds, also called junk bonds, are fixed income investments issued by companies with low credit ratings. While they offer very high yields that are attractive to many... Read More
Thanks for watching! Be sure to grab the checklists and other resources discussed in the webinar below: Checklist of Estate Administration Duties What Issues Should I Consider If... Read More
Umbrella insurance is a vital part of many financial plans. As comprehensive financial planners, we look at much more than just your investment accounts – Insurance review is also... Read More
As tax rates have declined, more and more baby boomers retire, and 401k balances have risen, many are taking the opportunity to convert their 401k and IRAs into Roths... Read More
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