Welcome to my blog where I share ideas to help people learn about financial strategies, ideas, and solutions to most effectively manage and preserve their wealth at any stage of life.
- What Goes Down Will Probably Go Back UpCould taxes go up in the near future? How will that effect your retirement?
- Something To Keep In Mind With RMDs and Pensions…A lump sum payment from a pension can sound enticing, but you need to understand that an RMD might still need to come out of it.
- What Would You Do With a Million Dollar Nest Egg?Having a seven-figure nest egg when you retire is not out of the realm of possibility for many Americans.
- Thinking QCD in 2021? Consider the Advantages This Year!There are certain advantages to making Qualified Charitable Distributions in 2021 than there were in years prior and may not be again. Maybe you should take advantage of them.
- Trusts as an Estate Planning ToolHave you considered setting up a trust to help control your assets in the future?