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Retirement

Is Permanent Life Insurance The Right Choice For You?

Today we dive into permanent life insurance and what consumers should be aware of before purchasing.  Permanent life insurance is one of the most misunderstood (and oversold in my opinion) insurance products.  There are some reasons that you may want permanent life insurance, but term life insurance may be the better option. This podcast episode …

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Solopreneurs: Unique Needs, Solo 401K, and More!

Solopreneurs are innovative, hard-working, and exciting people. Self-employment can be a really wonderful and rewarding career path. There are many financial planning implications to consider, especially if you are a one-person operation. You have many unique challenges that I’d like to talk about from my perspective as a fee-only financial planner. I wrote an article …

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5 IRA Strategies and Mistakes You Need to Know

5 IRA Strategies and Mistakes You Need to Know IRAs, or individual retirement accounts, are tax-deferred investment accounts.  You can either fund them directly, assuming you otherwise qualify, or use them to rollover 401k/403b funds.  For this reason, these accounts have become a cornerstone of retirement planning and there is enough complexity to create plenty …

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Lower Your Taxes In Retirement

Lower Your Taxes In Retirement

Taxes are one of your largest expenses in retirement. Learn various strategies that can reduce the amount you'll pay.

 

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