Tax Planning
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 MoreTikis & 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 MoreWhat 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…
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