Should You Be Worried About the Death Tax?
February 4, 2021
Will your estate be subject to the death tax? How can you plan accordingly now?
Healthcare Concerns in Retirement
January 21, 2021
The Principle: How can you prepare financially for the health issues you may face in retirement? What decisions could make a huge difference in your long-term strategy? Honest Takes: Are you one major health issue away from potential bankruptcy? As you grow older, health issues are more likely, so what do you do about paying… View Article
What Are the Missed Opportunities in Your Financial Plan?
January 14, 2021
The Principle: Do you know what your options are and ways to be most strategic with your money? How do taxes play a part? Brian gives some client examples of significant opportunities clients have pursued recently. Honest Takes: Do you know that you’ll owe taxes on the money you withdraw on your traditional 401(k)? You… View Article
Work From Home Tax Proposal
January 7, 2021
We all know taxes are inevitable, but what we don’t know is how much taxes will be in the future. Is your retirement plan set accordingly? We’ll discuss an interesting tax proposal that came up recently.