Don’t Overlook These Inflation-Related Opportunities
Discover several ways to offset inflation through tax-efficient saving in 2023.
The Pros and Cons of Paying off Your Mortgage Early
Wondering whether to close out your home loan ahead of schedule? We’ll look at the benefits of doing this—and when it might be better to invest in bonds instead.
Medicare Open Enrollment: Evaluating Your Options
Wondering whether to make changes to your Medicare coverage? Here’s what to consider as we head into open enrollment (October 15 to December 7).
The Fundamentals of Inflation and How We Recover
How much do you know about inflation? Take our simple quiz to find out, and learn about the factors driving inflation today.
5 Ways to Take Advantage of the Market Downturn
Look for opportunities created by lower markets, which include evaluating employer stock, performing Roth conversions, and investing before the market rebounds.
Year-Round Tax Planning Strategies
With the top marginal tax rate now at 37%—and the Medicare surtax on investment income adding another 3.8%—tax efficiency is more important than ever.
Save Early, Save Often, and Save Tax Efficiently
Opportunistic tax planning can help extend the life of your retirement savings. Here’s how.
More Ways to Lessen the Impact of the SECURE Act
Here, we offer further strategies for heirs of retirement accounts to maximize the after-tax value of their funds.
What’s a Bond Ladder and How Does It Work?
This strategy of diversifying bonds can help smooth out the ups and downs of the market.
Every Retiree Needs a Spending Plan: Here’s Where to Start
Less restrictive than budgeting, spending plans are a proactive and flexible way to anticipate cash needs in retirement.
Creating a Steady Paycheck in Retirement
Learn how a combination of outside income, investments, and retirement accounts can help cover regular expenses.
Hardship Withdrawals – What are the Real Costs?
Withdrawing money early from a retirement account is meant to be a last resort—and can come with consequences. Make sure you know these penalties and exemptions first.
You Inherited an IRA under the SECURE Act—Now What?
Follow these strategies to design a distribution plan with tax efficiency in mind.
You May Be Able to Reduce the Taxes from Inherited Assets
If you’re the beneficiary of retirement accounts or other inherited assets, it pays to learn about the IRD deduction.
Tips for Enduring Inflation in Retirement
According to a survey conducted at the end of 2021, about 88% of Americans are very worried about inflation and many say they are planning to cut back their spending.1 Prices…
Using the New Three-Legged Stool™ Strategy to Support the Weight of Your Income
Protecting your portfolio from avoidable income tax is key to creating a sound income strategy for retirement.
Social Security Do-Overs: What Are the Options?
If you’re regretting the timing of starting Social Security, you may be able to rethink your strategy by restarting or suspending benefits.
Beyond Financial Planning: Finding Vibrant Living in Retirement
Finding meaning and purpose after your career is a common concern. Here, we share ideas from “Vibrant Living,” a TV segment about developing a healthy, happy retirement.
How to Avoid Overreliance on Social Security (While Making the Most of It)
It may be wise to plan for retirement without full Social Security, since projections indicate the future of the benefit is unpredictable.
What to Know Before Drawing Social Security Benefits
Deciding when to begin Social Security benefits is complicated. Weighing these factors, and running careful tax projections, can help.