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Down Market Strategies
The market is down and it has been down for a while. How can you respond to it productively?
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Year End Tax Moves
The silver lining to this down market is that you can make use of it to save some money on tax. There are some other tax saving techniques you can use every year. We outline some of the top ideas in this episode. Whatever opportunities you might be able to take advantage of, you just need to act before the end of December.
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New IRS Limits
All of the thresholds that determine how highly you are taxed – tax brackets, standard deductions, 401(k) contribution limits, and more – are indexed to inflation. And the IRS just announced what next year’s limits will be.
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Stop Saving for Retirement!
Want to pay lower taxes in retirement. Stop saving! That’s obviously a joke. The key is that most people save the wrong way and it costs them thousands. Here’s how to do it right.
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Why worry about taxes in retirement now?
If you are still years from retirement, you may not be thinking about retirement taxes. But you might save a lot of money if you think about it now.
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Why you need to put plans together before anything bad happens
Our guest unexpectedly became a widower in his 20’s. And, even though he was a financial advisor, he discovered that not thinking it through left him overwhelmed.
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