Wait until December, you risk falling into the apathy and distractions common from Thanksgiving to the New Year. Do you want that for your finances?

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Many use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start. 

Now that you’ve had some time apart, it’s time to have an honest with your taxes.

While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years. 

With markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.

Reconcile tax planning strategies for the current year while positioning for the year ahead.

Your just completed taxes are telling you how to save money in 2021 and beyond, are you listening?

There are investing, tax planning, and retirement planning opportunities to be had before year-end.