Why you should be working with not only a Certified Financial Planner, but that same person being a tax planner as well. They marry together so beautifully, and you’ll see why it’s
A lot of people tend to think retroactively, so they’ll get their first 1099 in the mail come February the year after, and it’s too late, typically, to take advantage of some
Let’s talk about the difference between passive and active portfolio management. We can literally- on major downturns, we can literally save a retirement, save a portfolio, by doing just little things like
They thought they had an estate plan that was viable, but in fact, they made common mistakes, like having one of their children distribute the assets of the estate. We’re going to
We talked about this before, Phil, about the importance of tax loss harvesting done every two weeks via software, versus people maybe think about it once a year, twice a year, if
We’re always talking about converting your IRA and 401(k) to a Roth, and how important it is to retire tax free, or lease tax efficiently. Well, now we’re implementing technology, and we’ve
It’s so important to have proper tax planning in your retirement years. And we started talking about this in a previous segment, previous episode, if you will, but we never got through
Would there be compelling reasons for us to do a financial plan that’s also tax efficient in our own household? How would that benefit us in the future? Well, that’s what today’s
Well, not only are there so many more index crediting options available, I would say for folks who bought an annuity 15, 10, five years ago, even up as far as 2022,
We are talking about a tax survey that came about, and Phil kind of broke it open a little bit last week. We’re going to continue with it this week. Overall, the
