We have asked for your feedback regarding topics our readers want to learn about, and so we are back this month with an article on tax planning in retirement. As everyone’s retirement assets, length, and goals are different, we will…
Preparing for retirement may seem daunting and overwhelming. You may not know where to start or what information to even consider. This article will discuss 10 things to do before retiring that will hopefully provide some guidance to start on…
More and more I have clients reaching out to sign up for Medicare and/or Social Security. Sometimes it is important that they sign up and sometimes it is not. Let’s explore when you should and when you should not. At…
The stock market goes down by 10%, your $500,000 account drops $50,000, and panic sets in. It drops another 5%, and you decide to act and sell. Your worry is relieved as you see the market go down another 5%,…
There are several strategies you can consider that can minimize your tax liability for the year 2023 when filing your return in 2024. This article will discuss those various strategies that could benefit you this tax season. Contributing to Traditional…
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
Thoughts for the Generationally Minded What does it mean to be generationally minded? The definition we shall use is to long for your wealth to endure to your children and grandchildren. We keep in mind that we want our descendants…
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
This is probably not the first time you have heard us rave about how great a Health Savings Account is and most likely won’t be the last. But the truth is that most people who have a Health Savings Account…