Learn how to reduce unnecessary taxes in retirement with smart strategies for Social Security, RMDs, Roth conversions, and more.
Business Owners
You've probably heard the old saying from Benjamin Franklin, “In this world nothing can be said to be certain except death and taxes.” This sentiment was echoed by Margaret Mitchell in her famous book Gone with the Wind, in 1936, “Death, taxes and childbirth! There's never
Business Owners
Wealth Myths are little-known myths that threaten your financial security and freedom. Wealth Myths can come from many places. They can come from parents, family members, friends, business colleagues and even well meaning, ill-informed advisors. Today, the Super Spreader of Wealth Myths is the Media (when I say
Independent Women
The “three-legged stool” was used for years as a financial term to describe a stable retirement. Do you know why a three-legged stool is so sturdy? Here's a quick mathematical explanation: if you hold a cane in your hand, you can move it any way you
Business Owners
Some people retire with cluttered finances, confusion about taxes, and uncertainty about the future. Others step into retirement with clarity, control, and the confidence that their money will support the life—and legacy—they’ve worked so hard to build.
Business Owners
What do the giant panda, the polar bear, and a pension plan have in common? All three are nearly extinct. The dodo bird is extinct. Nearly extinct and extinct animals have organizations raising funds to save them. They have awareness campaigns, buttons, slogans, and adoptions. But what about the old-
Business Owners
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
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
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
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’