Are Annuities Right for You?

Are Annuities Right for You?

Jun 21, 2023 | Retirement Planning, Saving Money, Taxes

Weekly Update – 6/21/23 Annuities can be an excellent addition to your financial and retirement portfolio, but it’s essential to determine whether they’re the right fit for you and your financial goals. Here are some ways to know if annuities are right for...
Should You Engage in Tax-Loss Harvesting?

Should You Engage in Tax-Loss Harvesting?

Mar 29, 2023 | Taxes

Weekly Update – 3/29/23 If you’ve ever asked yourself, “what if there’s a way to reduce the taxes I owe when I sell stocks or rebalance my portfolio?” then you should know about the tax-minimization strategy called tax-loss harvesting. It’s important to know exactly...
How Taxes Work on Social Security

How Taxes Work on Social Security

Mar 22, 2023 | Social Security, Taxes

Weekly Update – 3/22/23 You may not know it, but Social Security income is taxed! However, your tax burden isn’t simply a gross income tax, and there are unique factors that dictate your tax rate and overall tax liability. First, not all Social Security income is...
Striking a Balance Between Tax and Income

Striking a Balance Between Tax and Income

Mar 15, 2023 | Retirement Planning, Taxes

Weekly Update – 3/15/23 In retirement, it’s not about receiving as much income as possible. During your working years, it might be, but when you’re the one paying yourself, it’s important not to turn your hard-earned savings into a large pile of income that’s taxed at...
Planning Your Investments? Think About Tax

Planning Your Investments? Think About Tax

Mar 8, 2023 | Retirement Planning, Taxes

Weekly Update – 3/8/23 Thinking about investment strategy may conjure thoughts of stock trading, ticker symbols, brokerage accounts, and investment thesis. But one of the most important factors in developing an investment strategy is the tax aspect. There are several...