Is your retirement income strategy tax ready?
Saving for retirement is hard enough but practicing proper tax-efficient strategies—before and after retirement—is just as important. Long-term tax planning should be a part of everyone’s retirement income strategy. It…Read More
Tikis & Taxes: Tax Planning in Retirement
Every year on the coldest day of winter, I get a call from a group of clients in Florida. This flock of “snowbirds” (retirees who migrate south for the winter)…Read More
What is the Widow’s Penalty?
Death is a harsh reality of life. It’s the worst part of my line of work. Unfortunately, since I’ve been doing this for a long time, I’ve had a number…Read More