Retirement Tax Planning Question – 2, 1, or 0?
Mike Hunsberger, ChFC®, CFP®, CCFC2024-09-18T15:54:13+00:00Taxes during your working years are significant, but if you’re a standard W-2 worker there aren’t that many levers you
Taxes during your working years are significant, but if you’re a standard W-2 worker there aren’t that many levers you
In a recent post, I wrote about the 4% rule in retirement planning and it’s numerous limitations. I also said
The IRS recently issued final rules based on the SECURE Act. We now have clarity around the 10-year rule for
The New York Fed released some very interesting data about when people expect to retire. Across nearly all categories, people expect
The 4% Rule: Is It Right For Your Retirement? If you’ve done even limited reading within the retirement planning space,
Conducting a Home and Auto Insurance Review Many consumers are shocked when they receive their annual insurance bills. Rates for
Don’t Give Cash To Charity…Do This Instead Charitable giving is a powerful way to make a positive impact on the
Paying for Long-Term Care: A Comprehensive Guide In part one of our series on Long-Term Care (LTC), we talked about the
Long-Term Care: Why Everyone Needs A Plan Introduction October is Long-Term Care (LTC) Planning Month. While no one likes to
Social Security Case Studies: Claiming for Couples Planning for retirement involves numerous decisions, and one of the most significant factors
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