Key Numbers as You Plan for 2024
Here's some key data that can equip you for prudent tax planning. With this month’s article we'll dive into some tax details and take a look ahead into the coming year. ...more
Retirement ,Tax
January 05, 2024•7 min read
Our Year End Financial To-Do List
It’s that time of year when you make lists…and then check them twice. This month's article is designed to help you check off your year-end financial to-do items. ...more
Retirement ,Financial Planning &Tax
December 07, 2023•6 min read
Retirement Health Care
I provide a brief overview of Medicare and outline how you can position yourself favorably for healthcare in retirement. ...more
Retirement ,Health Care
September 07, 2023•5 min read
Plan for a Comfortable Retirement
Let's think through what you want from retirement—and we'll some take inspiration from the radical FIRE approach to retirement saving. ...more
Retirement
May 12, 2023•5 min read
Managing Your Social Security
My overview on managing your Social Security ...more
Retirement ,Social Security
April 05, 2023•4 min read