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What do you want, custom-built or cookie cutter?

Business Owners

What do you want, custom-built or cookie cutter?

I like custom. You? Imagine living in a world where everything is identical. You come home from work in a white Buick that looks just like your neighbor's white Buick. You pull into the driveway of your little yellow house that is identical to every other little yellow

By Joe Catanzarite, CFP 19 Aug 2025
The Retirement Tax Bill No One Warned You About

Business Owners

The Retirement Tax Bill No One Warned You About

If you’ve ever looked at your retirement accounts and thought, “I hope I’m not missing something”… you’re in good company. Many smart, successful retirees are—especially when it comes to taxes hidden inside their IRAs and 401(k)s. And the cost isn’t pocket change—it’

By Joe Catanzarite, CFP 15 Aug 2025
Is your lifestyle in retirement a buzzer beater?

News

Is your lifestyle in retirement a buzzer beater?

Are you a basketball fan? I love the drama of championship games. UNC played Villanova in the 2016 NCAA Championship game. With just 4.7 seconds left, the game was tied and Villanova had the ball. As the clock ran down, Kris Jenkins of the Villanova Wildcats threw a Hail

By Joe Catanzarite, CFP 10 Aug 2025
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Retire on Your Terms Blog

Your guide to retire with confidence, reduce taxes, and protect your legacy.