End of Year Tax Planning: 7 Strategies to Reduce Your 2022 Taxes As we approach the end of the year, it’s the perfect time to think strategically about your taxes. Effective end-of-year tax planning can help you reduce what you owe for 2022 and prepare for the tax implications of the coming...
Should You STOP Contributing to Your Retirement Accounts? | Episode 19 In the realm of personal finance and retirement planning, one question often arises: "Should I stop contributing to my retirement accounts?" As daunting as this query may seem, it can emerge from various life...
Self-Employed? How Much Should You Be Saving for Retirement? The world of self-employment offers immense freedom and flexibility, but it also comes with significant responsibilities, especially when it comes to planning for the future. One of the most crucial aspects of this planning is...
I'm Begging You: STOP Using Historical Investment Returns! In the world of finance, few phrases are as commonly uttered as "past performance is not indicative of future results." It's a mantra repeated in investment brochures, client meetings, and financial advisory training...
Where Should You Pull Funds From First In Retirement? 🤔 As you approach retirement, one of the most important financial decisions you’ll face is how to withdraw funds from your various retirement accounts. The order in which you draw from your savings can have significant...
