Taxes

Income tax buckets

A visual explanation of how our income taxes work

Jul 24

Taxes and your retirement income

How much can you reliably spend after taxes have been accounted for?

Jun 12

My advice, distilled

30+ years of delivering financial advice in under 800 words

Jun 5

You need more "and" in your money decisions

Most of your financial choices aren't exclusionary

May 29

An underappreciated piece of your financial plan

This account type can provide additional flexibility with your finances

May 8

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

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