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REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Tax Credit Reviews

Key Tax Credits to Review

Key Tax Credits to Review As everyone begins to assemble their tax documents to complete their 2021 income tax returns, there are some tax credits

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4 percent rule
Blog

4 Things Retirees Should Know About the 4% Rule

When people are looking to make the transition to retirement, they want to know how much they can spend each year without running out of …

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What you owe and own
Blog

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE Even though the first meeting was set for our cottage, I was …

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Market Turndown and Recession
Blog

What to do during a Market Downturn or Recession

With the market decline this year and a potential recession, people want to know what they should do with their investments and financial plans. You …

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Transition to Retirement
Blog

Your Retirement Road Map: How to Make the Transition to Retirement

White Paper INTRODUCTION Likely you have worked most or all your adult life, often for over 30 years. At some point you will be looking …

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Risks to Retirement
Blog

Six Unique Risks to Retirement Income Planning

As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement …

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Regular Progress Meetings
Blog

What should you expect in regular progress meetings with your advisor?

Regular progress meetings should be scheduled during the year to update and adjust your retirement income plan. Your advisor should behave more like a guide …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

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