Guides

During our working years, we know about taxes and the impact they can have on our paychecks. After all, it’s right there in black and white.

But in retirement, taxes have a way sometimes of sneaking up on us. Those obligations can leave us feeling less than full after Uncle Sam takes his cut.

By reviewing our guide, Are You Paying Too Much Taxes in Retirement you will learn various consequences of taxes in retirement and, if you’re not careful, how they can deprive you of savings you worked hard to accumulate.

One of the most common worries we hear from people moving into retirement is centered around running out of money.

This guide – Will You Have Enough Income In Retirement includes 6 essential questions that can help you decide how much money you’ll need to enjoy your retirement.

Many pre-retirees are reluctant to do the kind of math I’m talking about. Don’t be one of them!

Download your guide, then let’s set up a 15-minute (complimentary) phone consultation to discuss your retirement future and how I might be able to help.

Nearly everyone approaching retirement shares some of the same concerns:

• Have I saved enough?
• What if there’s another stock market downturn?
• Could changes in politics and policies affect me?
• Could increased tax rates take a toll on my income?
• What if I need to go into a nursing home?

Wouldn’t it be nice to retire with confidence? It is possible. Our Retirement Readiness Checklist is a great first step to measuring your readiness. We’ll be happy to help you complete the checklist so you can plan for the retirement you have always imagined.

In the United States, there are 30 million small businesses with fewer than 500 employees, and are collectively worth more than $10 trillion.A common obstacle we can help small-business owners overcome is their belief that their companies are their retirement strategies.

Today's retirees are living longer and experiencing retirement in new ways. They’re traveling the world, learning new skills, and redefining the retirement community.

Sound expensive? It can be.

This whitepaper takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt.

This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource when helping clients stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

Physicians are investors who face unique challenges and have particular needs. This whitepaper discusses how to help them grow their wealth, protect their assets now and in the future, and thrive financially in an ever-shifting landscape of industry changes.