Social Security is one of the most important income sources for retirees, but if you’re depending on it as your...
James Conole
If you’re reading this, you’re probably looking to make some changes. Our goal is to help you get the most out of life with your money. Which starts with a simple question: What do you want?
Our goal is to help you get the most out of life with your money. Which starts with a simple question: What do you want?
By thoroughly understanding you as an individual, we can plan a course designed especially for your wants and needs to help you plan for a perfect retirement.
Roth conversions are one of the most powerful retirement planning tools available—but they can also be one of the most...
Taxes don’t stop when you retire but with the right strategies, you can drastically reduce what you owe. I want...
When it comes to tax-free income in retirement, the Roth IRA is hard to beat but only if you know...
Many retirees wonder if converting their traditional IRA to a Roth IRA is worth the upfront tax cost. As it...
Retiring before you claim Social Security sounds great but there’s a hidden challenge many people overlook. If you retire at...
When I sit down with people planning for retirement, the focus is almost always on the numbers. Have I saved...
For decades, the message has been clear: save, invest, and prepare for retirement. But what happens when you’ve done all...
1. How Did We Get Here? A Brief History of Social Security Taxation When Social Security was launched in 1935,...
As you approach or enter retirement, how you withdraw your money can be just as important as how you saved...
Retirement is an exciting new chapter in life, but it also comes with financial challenges that require thoughtful planning. Understanding...
Retirement doesn't have to wait until your 60s or 70s. For L.J. and Kelly, it came much sooner—and with an...
When most people think about retirement, the age of 65 often seems like the finish line. It’s the age when...
It sounds too good to be true—but with the right planning, retirees can legally earn $100,000 a year and pay...
When you’re 67 and looking at retirement, one big question looms: Should I retire now, or work one more year?...
