Most people planning for their retirement will utilize software to develop their retirement plan. They might use a free retirement planning tool they find on the internet or hire a financial planner who uses software to develop their retirement plan. In either case,...
Annuities are among the worst investments an investor can make for their retirement. In this article, we will explore nine reasons why you should never buy an annuity. All Gains are Taxed as Ordinary Income Annuities do not qualify for favorable tax treatment in the...
The year you retire can make or break your retirement plan. Will you retire at a good time or a bad time? You cannot really know if you have bad timing until after the fact. If you retire at a bad time, right before a recession and crash in the stock market, you won’t...
Most retirement planning is done with complicated software. Unless the user is highly trained both on the software and with math and investments, mistakes frequently occur and go unnoticed. Making a mistake when building a software-based financial plan is extremely...
If you own a business or are an active investor, tax planning can help you eliminate surprise tax bills. Over the last 25 years I have met dozens of investors and business owners who tell me stories of large, unexpected tax bills. The story is always the same, the...
