Retirement Strategy: Money & Longevity
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
5 Steps for Handling an Unexpected Tax Bill
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
Does the 4% Rule Hold Up?
This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.
Before Completing Your 2022 Tax Return, Keep These 5 Filing Tips in Mind
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.
Wintering 101: Your Guide to Seasonal Living
If your clients want to escape the harsh winter weather, show them how with this article.
What is My Tax Bracket for the 2023 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.
