RETIREMENT PLANNING BLOG
Retirement planning and financial insights blog
Practical guidance on wealth management, tax planning, and financial planning strategy to help you make informed decisions that align with your goals for your future.
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The Hidden Power Of Coordinating Your Portfolio And Tax Plan
Combine investment and tax planning to make every dollar work harder…
How to Lower Your Tax Bill Before Year-End: 3 Smart Tax Moves to Make Now
Learn how to lower your tax bill before year-end with 3 smart moves — charitable giving, retirement / education contributions, and tax-loss harvesting….
When to Hire a Financial Advisor—and When to DIY
There are seasons of life when managing your money. Find out if it’s time to hire a pro or if your finances are fine on their own…
How Can I Reduce My Taxes With Charitable Giving in Retirement?
A Qualified Charitable Distribution (QCD) lets you give directly from your IRA to charity, reduce taxable income, and meet RMD requirements. Here’s what you need to know to give smarter in retirement…
Financial Planning in Your 40s: The High Earner’s Advantage (and Blind Spot)
Between maxing out retirement accounts, navigating taxes, and planning for your family’s future, it’s easy to feel like you're doing well… but still wonder: Am I missing something?…
Should I Invest in Meme Stocks?
There’s nothing wrong with a little experimentation. Just make sure your financial foundation is solid — and treat meme stocks like what they are: a gamble, not a game plan…