by Eric Blake, CFP® | Sep 19, 2023 | home-featured, Learn, Retirement-Featured
SUBSCRIBE TO PODCAST Summary: Ever wondered if you’re just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions. In this episode, Eric Blake delves deep into the maze of retirement distribution...
by Eric Blake, CFP® | Nov 14, 2022 | Non-Profit News, Pulse
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement Accounts (IRAs) IRA contribution...
by Eric Blake, CFP® | Sep 9, 2022 | Learn, Retirement-Featured
1. There’s nothing I can do about the amount of tax I oweThe tax code is full of CHOICES we can make to make sure we aren’t tipping the IRS. Withholdings, filing status, qualified accounts, business structure, timing of income, and the list goes on....
by Eric Blake, CFP® | Sep 1, 2022 | Retirement-Featured
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only your anticipated expenses but also what sources of retirement income you'll have and how long you'll need your...
