Retirement & Tax Planning

“You don’t have to swing hard to hit a home run. If you got the timing, it’ll go.” – Yogi Berra A Not-So-Well-Known Risk to Retirees – Sequence of Returns Risk – and What You… Read More

“The bad news is time flies. The good news is you are the pilot.” – Michael Altshuler How do you find happiness?  We have heard the cliches. Stop and smell the roses. Don’t sweat the… Read More

“Before anything else, preparation is the key to success.” – Alexander Graham Bell Tax planning, like a good diet, is a year-round activity. It is not a one-time thing. Here are 5 tax planning tips to… Read More

“What we call the beginning is often the end. And to make an end is to make a beginning. The end is where we start from.” -T.S. Eliot Year-end tax planning for procrastinators; of course not… Read More