Why You Should Rethink Using Your Retirement Savings for Anything OTHER Than Retirement OR Should You Use Your Retirement Savings to Pay for College, Fund a Down Payment, Start a Business, or…Anything Else???

As the years go by and your paychecks keep coming in, you diligently save for retirement, even benefiting from your employer's match. Every now and then, you check your account statement, and that growing nest egg sure looks impressive!   So, when it's time to...

How to Pay Fewer Taxes on Retirement Account Withdrawals

Where there is income, there will be tax. So, it’s no surprise that building a successful retirement income plan will have a lot to do with how much tax you will pay on your account withdrawals.   In all honesty, planning for the “money-out” phase of retirement...

Top # Medicare Planning Mistakes and How to Avoid Them: A Guide for High-Net-Worth Clients

Linda had always been the picture of health. She ate well, exercised regularly, and never had any major health issues. So when she retired at the age of 65, she didn't think much about long-term care. After all, why would she need it?   For the first few years of...

How to Make a Last-Minute IRA Contribution for the 2022 Tax Year

It's a new year, and the book has closed on 2022. But, those still looking for a way to reduce their 2022 tax bill and accelerate their retirement savings have a planning opportunity available, which is to make an individual retirement account (IRA) contribution...

Didn’t Prepare for Your Taxes Very Well Last Year? Here’s What to Do Now

Taxes are no fun. In fact, they might join root canals at the top of the list of “least favorite things to do with your time,” which is why many folks tend to wait until the last minute to deal with tax-prep related responsibilities.   While it feels great just...
Why You Should Rethink Using Your Retirement Savings for Anything OTHER Than Retirement OR  Should You Use Your Retirement Savings to Pay for College, Fund a Down Payment, Start a Business, or…Anything Else???

Why You Should Rethink Using Your Retirement Savings for Anything OTHER Than Retirement OR Should You Use Your Retirement Savings to Pay for College, Fund a Down Payment, Start a Business, or…Anything Else???

As the years go by and your paychecks keep coming in, you diligently save for retirement, even benefiting from your employer's match. Every now and then, you check your account statement, and that growing nest egg sure looks impressive!   So, when it's time to...

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