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What is Sequence of Returns Risk?
Of the biggest risks to your retirement, behavior, inflation, taxes, longevity, and sequence of returns, perhaps the least talked about is sequence of returns risk. But it can have just as much impact on your...
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3 Reasons It May Be Time To Update Your W-4
3 Reasons It May Be Time To Update Your W-4 For many of us, the only time we fill out a W-4 form is when we start a new job. But your W-4 can be...
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How to Prepare for a TCJA Sunset in 2025
How to Prepare for a TCJA Sunset in 2025 In December 2017, the Tax Cuts and Jobs Act of 2017 (TCJA) was signed into law. The Act lowered the income tax rates for most income...
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What is a Letter of Instruction?
What is a Letter of Instruction? If you have an estate plan, congratulations! While most of us understand the importance of having an estate plan, only 33% of Americans have one. And while an estate...
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Dividend Investing: A Deep Dive
Dividend Investing: A Deep Dive Income investing is an essential part of retirement planning. While there are several ways to do it, dividend investing is perhaps the least talked about. Let’s change that and take...
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Roth Conversions: What to Consider
Roth Conversions: What to Consider A Traditional IRA is an important part of retirement planning. Tax planning is an important component as well. That’s where a Roth conversion can come into play. Traditional IRA A...
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How Should Millennials Prepare for a Generational Wealth Transfer?
How Should Millennials Prepare for a Generational Wealth Transfer? Soon the Millennials will be able to afford all of the avocado toast they want. Baby Boomers are set to pass more than $68 trillion to...
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Should I Maximize My Cash Savings?
Should I Maximize My Cash Savings? With rising inflation, 6.5% at the time of writing, and interest rates, people are wondering if they should make a move with their emergency funds or savings accounts that...
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Roth 401(k) Versus Traditional 401(k)
Roth 401(k) Versus Traditional 401(k) More and more employers are offering a choice between a Roth 401(k) and a Traditional 401(k). What is the best choice? We’ll explore the differences between the two retirement accounts....
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