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Biden’s proposing to raise taxes soon. How worried should you be? 
It’s not all bad news (even if you want to keep your hard-earned money for yourself). 
In this episode, I’m revealing 3 reasons why you shouldn’t sweat Biden’s tax hikes. READ MORE

Drawing from the wrong retirement accounts first can spike your tax bill, wreck your legacy assets, and make your retirement less fulfilling.
And the opposite is true:
Drawing from the right accounts first lowers your tax bills, builds your legacy, and pays for exotic vacations with your family.… READ MORE

What we hear about the economy changes on a minute-by-minute basis. And it’s hard to separate fact from fiction when everyone is saying something different.  
Retirement, even in the best economy, is a huge transition.READ MORE

A good retirement plan is crucial. You don’t want to look at your balance sheet when you’re 67 and realize you’ll always need a side job. 
But designing a plan that works is hard. Your goals, situation and family are unique.READ MORE

2020 was the year of technology. Most of us jumped on Zoom, had food delivered at the door, and spent far too much time on Amazon.
And while tech has dominated our day-to-day living, it also drove NASDAQ up 43% (which says a lot about technology’s role in the market today).… READ MORE

Learning about the DROP program feels like information overload… They hand you a ton of resources, dates, and deadlines without any idea how they relate to your retirement goals.
But knowing how DROP works is the only way to ensure a smooth transition from active duty to a stable retirement without money worries.… READ MORE

When it comes to conversations about inflation, you might find yourself filled with fear and thinking the worst about your finances. But once you understand the breakdown of a dollar, it’s easy to keep up with the price changes (and even raise the value of your assets).READ MORE

When it comes to spending the money you want and being able to livinge comfortably on a plan after you retire, your portfolio needs its own ‘secret sauce’ for sustainability.
And it might seem like you have all of the ingredients to retire, but most people spend their time focused on the wrong parts of their plan.… READ MORE

Analyzing the risks and components of your retirement plan is crucial for ensuring you don’t outlive it. You never want to ask yourself: Am I always going to have money in retirement?
That’s where an actuary comes in… They protect your portfolio’s finances from unforeseen events and ensure that all components complement your age (so that your income only grows each year).… READ MORE

You may have a calendar full of birthdays and business dates, but do you know what age-related milestones have the biggest impact on your financial plans? Or how to reap the financial rewards as you enter retirement?READ MORE

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