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® | 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...
by Eric Blake, CFP® | Aug 24, 2022 | Retirement-Featured
Retirement should be a time of relaxation and living a worry-free lifestyle. But that is not the reality for many older Americans whose retirement years turn into financial nightmares. Even if you think that you made all the right moves before your retirement,...
by Eric Blake, CFP® | Aug 19, 2022 | Retirement-Featured
If you’re on the verge of retirement or working on your financial plan, you may feel as if you don’t have enough money saved. In these instances, certain questions may keep your head spinning: When will I be able to stop working? Is there a way I can get...
by Eric Blake, CFP® | Aug 11, 2022 | Retirement-Featured
First, to be clear, it only makes sense to give money to a charity if you are passionate about their cause. As a kind of "thank-you", Congress and the IRS have built in some potential tax benefits for your donations, but only with careful planning can we...
