The Biggest Retirement Planning Mistakes
In this video, Alec Sunners and Madison Bennett discuss common mistakes people make when planning for retirement.
Tax Planning Tips and Understanding Your Return
As many of you know, tax season can be overwhelming, but understanding your return is essential for making informed financial decisions. Whether you’re filing your own return or having your return prepared by a professional, knowing what to look for…
Tax Tips and Understanding Your Return
In this video, Leo Lavezza and Drew Tignanelli discuss how to review your tax return and helpful last-minute tax tips.
Top 10 Things to Do to Retire in 2025
In this video, Alec Sunners and Graham Ewing discuss the most important issues to think about if you plan on retiring in 2025.
Supporting Family Members Tax-Efficiently: Strategies for High-Income Earners
Individuals who may be supporting family members, such as children or parents, should consider whether shifting income to the family member would help to lower the overall tax liability by taking advantage of lower tax brackets and/or tax credits. There…
Retirement Can Be Great or Miserable
Like anything in life, there are always two sides of every coin. Some will proclaim the glories of marriage, and some will proclaim the horrors of marriage. Some will tell you the greatest of joys is being a parent, and…
Best Ways Retirees Make Investment Decisions
In this video, Jackson Courtney and Alec Sunners discuss foundations of investing.