Avoiding Greedy Uncle Sam in Retirement: Why You Need a Tax Map 

June 1, 2022

Let’s start with a hard truth: you don’t actually own all the money in your pre-tax retirement accounts (think IRAs and 401ks). Yes, most of it is yours, but the […]

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The IRS Throws a Curveball on Rules for Inherited IRAs

April 7, 2022

The IRS may be switching up the regulations for inherited IRAs once again. If it feels like playing a game with a friend who changes the rules as they go, […]

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Your Financial Plan Expired at Retirement. But How?

March 17, 2022

We don’t have to explain why the yogurt in the back of your fridge expired. And we’re all pretty clear on why you shouldn’t eat it. But what’s wrong with […]

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Why 2022 is a Great Year to Make IRA Tax Draws

January 20, 2022

Like many retirees or soon-to-be retirees, you’re probably hoping to pass on a little financial cushion for your heirs. But what you’re not planning to pass on—tax liability—could sneak in […]

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How Much of Your IRA Belongs to Uncle Sam and What to Do About It

December 9, 2021

When you open your IRA statement, it’s hard not to feel excited when you see the number with all those zeroes behind it. But you know who else is excited? Uncle […]

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What Role Will Social Security Play in Your Retirement?

November 11, 2021

Figuring out how and when to elect Social Security can be downright puzzling, especially when it comes to ensuring you’re maximizing what you’re entitled to. Good thing a retirement planner knows what to do. And […]

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Don’t Feel Confident About Retirement? This Might Be Why

October 21, 2021

A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried […]

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Planning for Retirement vs. Planning in Retirement

October 6, 2021

Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two […]

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4 Dirty Secrets Financial Planners Don’t Want You to Know

September 16, 2021

Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You know that friend or relative who’s always telling you they’ve “got a guy” who can […]

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What is a Retirement Planner?

August 31, 2021

Find Out What Makes Us Different from a Financial Advisor For most people, the financial services industry can be downright intimidating. With all the jargon and complexities, it’s no wonder […]

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