
5 Essential Steps for Inheriting a Non-Spouse IRA
Inheriting a retirement account can be a financial blessing, but if you don’t follow the IRS rules,...

Tax-Free Roth? Not Always...
Discover the hidden Roth IRA withdrawal sequence that could trigger unexpected taxes on your "tax-free" retirement funds.

Avoiding Financial Advisor Pitfalls: 6 Critical Red Flags
Are you risking your financial future with the wrong advisor? Discover 6 critical warning signs that could...

Did You Know You Can Use Your Tax Refund to Fund an IRA?
Did you know that you can use your tax refund to directly fund an IRA, including up...

Top 5 Financial Mistakes to Avoid During Divorce
Divorce is hard enough, but making the wrong financial moves can make it even worse. Hi, I’m...

What Dates You Need to Know for Taxes in 2025
2020 is in the rear view mirror. Now it’s time to take control of your 2025 tax...

Can Sue Afford to Retire with $800,000 Saved? Let’s Find Out!
Today we have an example from prospective client Stu. Stu says, I have $800,000 days up. Can...

Smart Strategies to Avoid Taxes in Retirement
There’s a misconception that once you retire, your taxes will go down, but often it’s the opposite....

Estate Planning: Preserving and Growing Your Legacy
DISCLAIMER: The numbers mentioned in this video were accurate for 2024. For 2025, the estate and gift...

Which Retirement Plan Gives You More Money & Less Stress?
Learn about Simple IRA, SEP IRA, and 401k options to empower your employees and enhance your tax...

Avoid IRS Penalties: How to Make Quarterly Estimated Tax Payments
Discover how to avoid costly IRS penalties by understanding the crucial difference between tax withholding and quarterly...

Navigating Early Retirement: Strategies and Considerations
Retiring early can be the best or worst single decision of your life. Leaving work to live...