Category: Retirement Planning

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...

They say 50 is the new 40. People are living longer than ever. There was a time when your 50th birthday represented the beginning of ...

By Chris Allen, CFP The IRS generally raises the income phaseout limits and contribution limits according to cost-of-living adjustments. The Consumer Price Index (CPI), arguably ...

Are you looking to improve the results of your retirement plan in the new year? If you are like many investors, your Roth accounts, IRAs ...

Retirement can present a number of surprises. The Wall Street Journal article below is an interview of several readers where they were asked what surprised ...

Market Timing and Diversification Rather than chasing last year’s best performing investments or speculating on the future performance of a limited number of securities, investors ...

As you get closer to retirement, odds are that you’ve been looking for every opportunity to reduce your tax burden in order to preserve your ...

Almost 20 percent of Americans 65 and older are now working, according to the latest data from the U.S. Bureau of Labor Statistics. That seems ...

If you’re like most Americans, you’ve probably dreamed about retirement your entire career. For many, retirement represents freedom. Retirement offers freedom from the time constraints ...