Business Owners
Social security update…
I’m betting you don’t bet. Successful people rarely do. Certainly not in a big way. And certainly not when it comes to their lifestyle and security in retirement.
Tax Planning
Learn how to reduce unnecessary taxes in retirement with smart strategies for Social Security, RMDs, Roth conversions, and more.
Tax Planning
3 New Tax Changes Every Retiree Should Watch in 2025
The new tax law is getting a lot of attention, especially around talk of ‘tax-free Social Security.’ But the details aren’t quite that simple. If you’re retired—or getting close—here are three changes worth knowing about.
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
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’