Financial Planning

Financial Resolutions

By Albert Herzog IV, CFP®, CRPC® / January 9, 2023

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Year-End Financial Checklist

By Albert Herzog IV, CFP®, CRPC® / December 19, 2022

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Cash Alternatives for Charitable Giving

By Julee R. Sarto, AIF® / November 28, 2022

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

The Fixed Costs of Variable Annuities

By Todd Perry, CFP, CIMA, CPWA / July 8, 2022

One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”

Are You On Track?

By Todd Perry, CFP, CIMA, CPWA / January 25, 2022

One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”

Nothing Can Be Said To Be Certain

By James Carolan, JD, CWS CTFA / November 11, 2021

Congress is debating tax law, and change is coming.