This blogpost was originally published in September of 2016. Relevant information has been updated for 2017. Thanksgiving has come and gone, and the “relatively” quiet period before Christmas is a perfect time to do some last-minute year-end planning, particularly those that have a expiration date of December 31. Income Tax Mitigation By this time of […]
How to Boost Your Retirement Security
Today, many Americans’ retirement dreams are dependent upon two crucial incomes: Social Security benefits and personal savings—in tax-qualified retirement accounts, in personal, taxable formats, or a combination of both. As of 2014, the Social Security OASI Trust Fund had over $2.6 trillion in reserves,1 while aggregate retirement assets approached $25 trillion in first quarter of […]
8 Useful Year-End Planning Ideas
Now that summer has (un)officially ended, we are entering a relatively quiet period before the busy holiday season takes over much of our time, it is a great time to do some year-end planning, particularly those that have a expiration date of December 31. Income Tax Mitigation By this time of the year, you should […]
Infograph: The Perfect Schedule for (Semi) Retirees
Inspired by you, our clients, about how to best allocate your time and make the transition into retirement smooth and seamless, we have come up with the perfect schedule, illustrated in an infograph format. Take a look 🙂 We look forward to more amazing inspirations from you!
Beginners Guide to Social Security: Know Your 10-35
Over the long holiday weekend there was a gathering of close friends at our house, and the conversations somehow landed on Social Security. It quickly became clear to me that there is ample confusion on this topic, even from people who are educated and professional (one of our friends is a CPA). In this is […]
