Insights

Learn More About Retirement Planning 

Invest in the Stock Market

Why Invest in the Stock Market?

With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and their values can go up and down.   To help frame it better, it may be useful to replace the words “stock market”  with the word

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Navigating Market Downturn

How to Navigate a Market Downturn for Retirees

With the market decline this year, people want to know what they can do. The following are suggestions and actions you can take to help navigate a market downturn. Key Suggestions Complete a Portfolio Performance Review The first step is to find out if other portfolios with a similar investment mix

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Paying Income Taxes in Retirement

Paying Your Income Taxes in Retirement

When making the transition from your working years to retirement, a common concern or question that comes up is, “How do I pay my taxes in retirement?”  I had this conversation with two clients recently as many retirees are unsure of how taxes work in retirement. Key Takeaways: As a

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three stages of Retirement spending

The Three Stages of Retirement Spending

When retirement planning, you may want to view your spending in three different phases. Michael Stein, who wrote “The Prosperous Retirement”, divided retirement into three decades: the GO-GO years, SLOW-GO years, and the NO-GO years. When discussing retirement income planning, Frank Jasek CPA, CA and I rephrased those terms based

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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 you will not want to overlook. Be sure to bring any expenses to your accountant. Here is a helpful list. Carry Charges If you have

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Invest in the Stock Market
Blog

Why Invest in the Stock Market?

With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and ...
Read More →
Navigating Market Downturn
Blog

How to Navigate a Market Downturn for Retirees

With the market decline this year, people want to know what they can do. The following are suggestions and actions you can take to help navigate ...
Read More →
Paying Income Taxes in Retirement
Blog

Paying Your Income Taxes in Retirement

When making the transition from your working years to retirement, a common concern or question that comes up is, “How do I pay my taxes ...
Read More →
Home Purchase for Children
Blog

Can we give money to our children to help with a home purchase?

In meeting with clients a common question we hear is, “Can we give money to our children to help with a home purchase?” With real ...
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three stages of Retirement spending
Blog

The Three Stages of Retirement Spending

When retirement planning, you may want to view your spending in three different phases. Michael Stein, who wrote “The Prosperous Retirement”, divided retirement into three ...
Read More →
Tax Credit Reviews
Blog

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 ...
Read More →

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