July 18, 2017
Passive Indexing has Evolved
Because the mutual fund has been around for many decades, more people understand this structure of investment than the exchange traded fund (ETF), particularly because most have been exposed to the mutual fund within their 401(k). With passive indexing, there […]
May 1, 2017
Taxes in retirement? –What to consider now
Ever dream about your next phase (retirement) and think about how much less in taxes you’ll pay? Careful, it’s not always the case that you’ll pay less tax. Most people think about what that next phase looks like in terms […]
February 20, 2017
Managing Taxes in Retirement
Managing taxes in retirement can be complex. Thoughtful planning may help reduce the tax burden for you and your heirs. Nothing in life is certain except death and taxes. —Benjamin Franklin That saying still rings true roughly 300 years after […]
December 5, 2016
Lower Your Tax Bill with Year-End Planning
By planning ahead and taking advantage of this time-proven tax strategy before year-end, you may be able to lessen your tax bite come April 15. As we approach the close of 2016, probably the last thing you want to think […]
