Client Profile (Names Withheld) Like many people I work with, this couple believed they were “in good shape” for retirement. They had done a lot of things right — steady careers, consistent retirement savings, and no major debt heading into retirement. But when we looked closer, there was a hidden tax issue that could have … Read more
Retirement planning is one of the most important financial steps you’ll take in life. If you’re wondering how to start retirement planning, even if you’re behind, this guide will help you build a strong financial future. The good news? It’s never too late to start. With the right strategy, you can build a solid retirement … Read more
When it comes to retirement savings, choosing between a 401(k) vs. IRA is one of the most important financial decisions you’ll make. Both accounts offer unique tax advantages and growth potential, but prioritizing the right one can significantly impact your long-term success. Both offer tax advantages and growth potential, but deciding which one to prioritize … Read more
Retirement is a monumental milestone in life, symbolizing the culmination of decades of hard work and the beginning of a new chapter filled with opportunities for rest, exploration, and personal fulfillment. However, achieving a comfortable and secure retirement doesn’t happen by accident. It requires careful planning, strategic decision-making, and a commitment to seeing the bigger … Read more