My favorite quote on taxes comes from Morgan Stanley… “You must pay taxes, but there’s no law that says you have to leave a tip.”…
Read More
How Advisors Saddle Clients with Massive Tax Bills
How Advisors Saddle Clients with Massive Tax Bills
My favorite quote on taxes comes from Morgan Stanley… “You must pay taxes, but there’s no law that says you have to leave a tip.” Recently, we met a prospective client that was baffled how her advisor generated a large...
read morePaid to Quit Social Media
“A study of happiness found that social media use ranked dead last, out of twenty-seven different tracked leisure activities, in making people happy.” – Scott…
Read More
There is No Magic Retirement Number
Why the “$2 Million to Retire” Rule Is Misleading If you’ve ever Googled “How much do I need to retire?”, you’ve likely come across articles…
Read More
4576 Weeks to Live
“Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You…
Read More
Is Your Retirement Plan Ready for Market Volatility?
Market uncertainty is the rule—not the exception. Interest rate hikes, inflation pressures, and political noise aren’t going away anytime soon. If you’re nearing or in…
Read More
5 Tasks to Add to Your Spring Cleaning List
Springtime signals renewal—a perfect opportunity not only to clean your home but to tidy up your finances as well. Add these tasks to your list…
Read More
Avoid RMD Pitfalls: Smart Strategies for Retirees
If you’re nearing retirement or already enjoying it, you’ve likely heard about Required Minimum Distributions (RMDs). But for many, the mention of RMDs brings a…
Read More
The Best Age to Start Social Security
When it comes to retirement, few decisions feel as weighty as when to claim Social Security. Do you take it early and lock in a…
Read More
Estate Planning 101: Should You Choose a Will or a Living Trust?
Estate planning might not be the most exciting topic, but it’s one of the most thoughtful ways to protect your family’s future. Whether you want…
Read More