Taxes

Retirement planning is tax planning

You can't do one without the other (at least, I wouldn't recommend it)

Apr 17

Let's Talk Taxes

Do you really understand your income taxes?

Jan 31

The Necessaries of Financial Planning

It's good to understand both the necessary and the unnecessary in your retirement plan

Jan 10

How do gift taxes work?

During this holiday season, let's talk about gifts and gift taxes

Dec 27, 2023

The 2025 Sunset

Some upcoming changes less than 18 months away

Sep 13, 2023

Recent Client Work - Summer 2023

A few of the things I've been working on recently

Aug 9, 2023

AI And Your Retirement

Don't overlook the beneficial impact AI might have on your financial future

Jun 7, 2023

When you spend different dollars in retirement can have an impact.

Jan 18, 2023

Changing Retirement Rules

Will this latest legislation help secure YOUR retirement?

Jan 11, 2023

Will you really spend less in retirement?

So many people think that they will cut spending in half as soon as they retire, but is that really true? Today, we’ll take a look at spending trends…

Dec 31, 2022 •

Stock options at Coca-Cola

If you work at The Coca-Cola Company, you may be eligible for a variety of long-term incentive awards. TCCC offers: Restricted Stock Units Growth-Share…

Dec 19, 2022 •

Thank goodness that's over...

Hope your day is off to a great start! Well, another tax season has come and gone. And all I can say is thank goodness that's over! Of course, some of…

Apr 26, 2022 •

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