Understanding the Enhanced Senior Deduction: New Tax Savings for Retirees
It's not too late to save money on your 2025 income tax. A new tax law enacted earlier this year provides a significant tax saving opportunity for many seniors.
How Our Tax Planning Saved a Client Over $6,000! A Case Study on IRMAA Premiums
We're often asked by prospective clients to share examples of how our financial planning expertise can benefit them. Whether it's reducing taxes, avoiding a costly mistake or higher investment returns with less risk, we're constantly working to help you make the most of your money.
IRS Mandates an End to Payments by Check Starting September 30, 2025
Starting this fall the IRS will no longer accept tax payments by check. Learn what you can do to prepare for this change.
Mike Palmer in Kiplinger: What is the Right Retirement Withdrawal Strategy?
Lots of people can successfully save for retirement. Very few have the expertise required to effectively and efficiently plan for retirement withdrawals. That's where an experienced Certified Financial Planner comes in.
Five Things You Should Know If You're Facing a "Gray Divorce"
Divorce among those 50 and older is at an all-time high. If you are facing this circumstance, be sure you have professionals to help.
Maximizing Retirement Satisfaction: Why a Lower Monte Carlo Success Rate Might Lead to a More Fulfilling Retirement
Can you have too high a Monte Carlo success rate? Balancing retirement sustainability with enjoyment is where an experienced financial planner can make a key difference.