retirement planning

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?”

Cash Alternatives for Charitable Giving

By Julee R. Sarto, AIF® / November 24, 2021

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. 

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.

Year-End Financial Checklist

By Albert Herzog IV, CFP®, CRPC® / November 4, 2021

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 Need for Power of Attorney

By James Carolan, JD, CWS CTFA / November 3, 2021

A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, a Durable POA assigns a trusted party to make decisions and act on his or her behalf

Could Custodial IRAs Help Young Adults Buy Homes?

By Albert Herzog IV, CFP®, CRPC® / October 26, 2021

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.