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.
Mastering Medicare for a Smooth Retirement
As financial planners, we know how important it is for retirees and those nearing retirement to navigate Medicare effectively. While Medicare certainly provides invaluable healthcare, enrolling in Medicare can be extremely overwhelming and daunting. Understanding your options and making informed…
Top Tax Moves to Make Before Year-End
In this video, Drew Tignanelli and Alec Sunners discuss tax planning for the end of the year.
Post-Election Market Reactions
Gratefully, the election passed without provocations, incidents, or major delays. Markets do not like delays, since they cause uncertainty. The complete outcome isn’t certain yet, although there appears to be a high probability all three branches of government will be…