It’s almost 2026. Can you believe it??? At around this time every year, most investors start reading articles about how it’s time for a year-end check-up. It seems like a lot of work so many investors just move on and stick with the program. And honestly, this isn’t the worst reaction. With investing, often laziness […]
Your Year-End Planning Checklist Read More »
Welcome to retirement. We’ve spent 40 years of our life socking away money and now it’s time to start spending the money we’ve saved. This should be easy, right? Unfortunately, it’s not as simple as we might have hoped. And the potential impacts of taxes could cost us. Let’s take a look. Account Types If
Taxes in Retirement – Which Account Should I Use First? Read More »
There has been a lot of excitement about taxing the rich via a tax on unrealized gains. Check out this article from CNN here. The title says: Ignore Social Media? In general, I agree with this strategy. Social media is a breeding ground for misinformation. The CNN article is clear that the proposed legislation targets
Tax on Unrealized Gains Read More »
If you’re anything like me, you want to spend as little time on taxes as possible. There’s nothing worse than seeing a huge chunk of our paycheck each week going to pay Federal, State, Local (maybe), Social Security, and sometimes other taxes. Yuck! But taxes serve a purpose. It’s nice to see the poor folks
Taxes in Retirement Read More »
Who doesn’t love a long-winded discussion on taxes??? OK, I promise it is not that and I promise it is not everything you need to know, because that would fill a book or 2, but we’ll talk about some of the key concepts that we all should understand in order to maximize our total returns.
Everything You Need to Know About Taxes and Investing Read More »