A Checklist for Successful Retirement Plans

A Checklist for Successful Retirement Plans

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans. You’ll see how powerful these are in a second. The problem is, many people put them off, thinking, “I’ll get to that later...
5 “Hidden” Tax-Saving Opportunities

5 “Hidden” Tax-Saving Opportunities

Are you paying more than your fair share of taxes?  Many Americans pay too much without even realizing it. You might be asking yourself questions like: Do I have to earn less to save on taxes? How can I legally reduce my income tax? Are there tax-saving opportunities...
SECURE Act 2.0 Summary

SECURE Act 2.0 Summary

After months of debate, Congress finally passed some major changes to retirement laws at the end of 2022.¹ The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 changes are numerous, complex, and will roll out over several years. So let’s...