There are thousands of online resources and books that claim to teach you how to DIY (do-it-yourself) your retirement. But is it really possible and does it work? DIY retirement planning requires advanced knowledge and understanding in these areas: investments, tax planning, insurance, and estate planning.
There are certain pieces of mail that no one wants to see in their mailbox, and I’m not just talking about the normal electric bill. Notices of jury duty, legal matters, and one of the most dreaded pieces of certified mail?
Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
Most people know a thing or two about retirement, but it can also be an intimidating time if baby boomers have not properly prepared and it’s filled with questions.
There are thousands of online resources and books that claim to teach you how to DIY (do-it-yourself) your retirement. But is it really possible and does it work? DIY retirement planning requires advanced knowledge and understanding in these areas: investments, tax planning, insurance, and estate planning.
There are certain pieces of mail that no one wants to see in their mailbox, and I’m not just talking about the normal electric bill. Notices of jury duty, legal matters, and one of the most dreaded pieces of certified mail?
I want to start by saying, “Happy anniversary!” This is the 10th anniversary of the official end to the Great Recession. Of course, we know now only because it's all in the rearview mirror that the stock market hit its all-time low March 9, 2009, after falling 56% from its peak in October of 2007.
Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan.
Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.
Estate Planning is an integral part of your overall retirement plan. Watch as Dean Barber discusses the importance of Estate Planning.
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.
The Social Security Checklist is a guide to claiming your Social Security benefits and includes a short checklist to help you along the way.