Tag: taxes

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.

Busting the Biggest Social Security Myths

You shouldn’t buy into everything you hear when it comes to Social Security. Believe it or not, there’s quite a bit of misinformation floating around about the future of the program and what you need to know when claiming the benefit. Our job is to help put you in the strongest position possible for retirement and a big piece of that is getting Social Security right.

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.