Tag: ira

Ep 4: Financial Pain Points in Retirement

Retirement planning is as much about addressing an individual’s concerns and needs as it is about accumulating a bunch of assets. On this episode, we’re going to identify the most common pain points we see in retirement and tell you how to address them.

Ep 2: Ways to Improve Your Tax Position

The best way to get the most out of the money you’ve earned is to make sure you aren’t giving any of it away. By utilizing smart and careful tax planning strategies, you can set yourself up for a better financial future. Today we’ll address some of the common tax questions we hear and talk about a few of those strategies to help you protect the money you’ve earned.