Our Blog
Learn More About Retirement, Tax Planning and more!
Our Blog
Learn More About Retirement, Tax Planning and more!
Search by Date, Keyword, Etc…
Archives
Categories
What is a Real Estate Investment Trust (REIT)?
At the most basic level, a real estate investment trust is a company that owns, operates, or finances income-generating real estate.[1] They allow people to invest in a trust that then purchases a direct ownership
Where Did Pensions Go?
Before 1978, most retirement plans were set up as pensions. Although the term “pension” can colloquially refer to any kind of retirement account, usually what is meant by “pension” is a defined-benefit plan.[1] “Defined-benefit plan”
RMD Rescue: Leveraging Life Insurance for Tax-Free Long-Term Care and Death Benefit
Introduction As retirees reach the age of 72, they face a critical milestone in their financial journey: Required Minimum Distributions (RMDs). These mandatory withdrawals from retirement accounts, like 401(k)s and traditional IRAs, can have significant
What is a Taxable Event?
Put plainly: a taxable event is a transaction that causes someone to owe money to the government in the form of taxes.[1] Seems simple enough, right? When it comes to retirement and savings, there are
Financial Markets Update – June 2023
Thinking back to the economic reopening after the pandemic driven shutdowns, there was quite the debate about what shape the recovery might take. Would it be a V-shaped recovery or a U-shaped recovery? There were
Current Investing Environment – June 2023
Click to Read the Current Investing Environment for June of 2023…
A Letter from Our Portfolio Manager
This year I celebrate 30 years of working in the field of investment management and advice. Those years have brought me much experience and important lessons learned. One of the most important lessons I have
59 ½: The Retirement Turning Point
When you turn 59 ½, there are things that begin to happen. Most importantly: you can begin withdrawing from your retirement accounts, such as 401(k)s and IRAs.[1][2] This age is also very important because it
What to Consider If You Think You’re Asset-Rich but Cash-Poor
There’s a chance that an individual may find themselves in a circumstance where they possess significant wealth in their house but lack sufficient cash in their bank account. Over the years, as you’ve been paying
