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Financial Planning for Widows and Widowers

Financial planning is one of the last things someone wants to be thinking about when they lose a spouse.  Combining that with the decisions that have to be made is …

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PodcastRetirement

What is Estate Planning and How to Talk About It

Estate planning isn’t just for the wealthy, and it is more than a set of documents (although it is still both of those things).  Estate planning allows you to decide …

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Retirement

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 …

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PodcastRetirement

Year-End Planning Strategies

Join us as we discuss the various financial planning strategies that should be considered as we approach the end of the year.  There are some strategies that apply every year, …

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PodcastRetirement

Financial Planning For Solopreneurs

Solopreneurs are self-employed without employees.  This unique income arrangement comes with some unique challenges and opportunities, including one of Robert’s favorite planning tools: The Solo-401k. Read the Guest Post Listen …

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PodcastRetirement

Important Ages in Retirement Planning

Retirement planning often revolves around specific ages.  Beginning with 50, there are several specific issues you need to be aware of as you turn certain ages.  We walk through those …

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Tax

Tax-Smart Charitable Giving

Charitable giving often conjures up images of the uber-wealthy creating foundations and complex trusts.  While this is certainly true, a lot of people without millions regularly give money to the …

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PodcastRetirement

12 Challenges Women Face In Retirement

Join us as Robert talks through an article that is an excerpt from a book by Larry Swedroe, a prolific financial author.  Women are statistically more likely to retire in …

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Retirement

Financial Planning and Divorce

Divorce Financial Planning and Retirement Divorce financial planning typically refers to the actual planning done during a divorce. When planning for retirement, there are certain aspects that you should be …

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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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