RETIREMENT PLANNING BLOG
Retirement planning and financial insights blog
Practical guidance on wealth management, tax planning, and financial strategy to help you make informed decisions that align with your goals for your future.
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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?…
Will Social Security Be There in 10 Years? What You Need to Know
Many of us aren’t sure if we can count on Social Security to be there by the time we retire. Social Security is under pressure, but it’s not disappearing. Here’s what you need to know…
3 Smart Money Moves for your 50s and 60s
You don’t have to have it all figured out — but you should have a plan. Here are three smart steps to take right now…