Category: Retirement Planning
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Roth Conversions for High Earners
A Strategic Advantage in a Changing Tax Landscape High-earning professionals face a unique tax challenge: success often brings complexity. As income rises, so do tax…
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Income Planning Personal Finance Retirement Planning
Key Considerations During Open Enrollment
Open enrollment season is approaching. It’s the time of year when many companies ask their employees to…
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Best Life Personal Finance Retirement Planning
Making the Next Move – from Downsizing to Dual Homes
As you navigate the stages of your financial journey, the question of housing—your primary residence and beyond—will…
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Investment Planning Personal Finance Retirement Planning
The Best Tool in your Retirement Portfolio?
I have a client who describes her Traditional IRA as silver and her Roth IRA as gold….
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Investment Planning Personal Finance Retirement Planning
Roth IRAs Explained
What is a Roth IRA? A Roth IRA is a type of individual retirement account that allows…
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Best Life Business Owners Personal Finance Retirement Planning Tax Planning
Why Work with a Financial Planner
Why work with a financial planner? Even if you have an accountant who prepares your tax returns…
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Best Life Business Owners Investment Planning Personal Finance Retirement Planning Tax Planning
Why Didn’t My Accountant Tell Me That?
We frequently hear this when reviewing tax returns. “Why didn’t my accountant tell me that?” Quite often,…
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Income Planning personal-finance Retirement Planning
Are You Giving Up Free Money?
It’s bonus time – Are you accidentally giving up free money? Every year, we come across people who…
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Income Planning Personal Finance Retirement Planning Tax Planning
Income Planning for Retirement
Sometimes, in the process of retirement planning, we talk about income planning. As with all aspects of…
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Best Life Personal Finance Retirement Planning Tax Planning
Does Contributing to my 401k Still Make Sense?
Updated in March 2025 Does it still make sense to contribute to my 401k? This is a…