Feb 25, 2023
When planning for retirement, every piece of the puzzle is crucial. The entire process has to be strategic, while savings, investing, and moving money. The idea of retiring can seem great: taking trips to places you have never been, buying that new item you have always wanted, and even kicking back on a weekday...
Feb 18, 2023
John Kuykendall discusses the importance of tax planning for retirees, as taxes are a large burden and current tax rates are set to expire in 2025. John discusses the implications of the US debt and how it could lead to higher taxes in the future, while also emphasizing the importance of being a good steward of money...
Feb 11, 2023
Valentine's Day is near. It is a holiday that reminds us of all that we do to care and provide for those who care about us. With that in mind, one of the best gifts you can provide is not leaving your spouse in the dark financially, without financial stability or even insight on where financial accounts are and what...
Feb 6, 2023
There are many times it may seem that there are “secrets only the wealthy can use”, but the tax code applies the same to everyone, regardless of the size of your net worth. It is all about educating yourself on what advantages apply to your situation.
So, an important planning question we need to ask ourselves...