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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
Debt Ceiling Explained: What You Need to Know
Basics of the Debt Ceiling The national debt ceiling pertains to the maximum amount of funds the US Government can borrow to cover its expenditures. These expenses include various items such as military salaries and
Should I File Jointly with My Spouse?
Although many couples may stand to benefit from filing their taxes jointly, doing so may not always be the most suitable choice. Therefore, it is essential to consider the following things when filing taxes as
