Trends in Social Security Claiming Ages
As your retirement approaches, understanding Social Security claiming strategies is crucial for maximizing benefits and ensuring financial stability even for financially successful families. Claiming Trends If you’re considering retirement, you likely know that you can claim reduced retirement benefits as … Continue reading
Estate Planning: Ensuring Your Legacy Lives On
When you’ve worked hard to build wealth and accumulate assets, it’s only natural to want to ensure that your legacy continues for future generations. However, without proper estate planning, what you hoped to leave for your loved ones could be … Continue reading
The Benefits of Roth IRAs for Tax-Free Retirement Income
One of the most important considerations when planning for retirement is ensuring a steady income stream to sustain your desired lifestyle. With life expectancies increasing and the costs of living rising, it’s essential to have a robust retirement savings plan. … Continue reading
Changes To The Residential Real Estate Industry Will Be Good For You
In this episode, we unpack the $418 million proposed settlement that will likely reshape the real estate industry. Continue reading
How to Avoid A Surprise Bill at Tax Time
In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital gain distributions, higher interest rates, or under-withholding on your income we cover it all on today’s episode of Retire Smarter. Continue reading
Smarter Ways To Financially Help Your Children & Grandchildren
Have you thought about helping your family financially? Saving for your grandchild’s education or gifting money to your adult child to buy their first home? So, what are smarter ways to save for or gift to your family without inhibiting responsible financial behavior? Continue reading
How Risky of An Investor Are You?
In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, “I’m moderately conservative?” Don’t these seem fuzzy at best? Continue reading
Maximize Your Retirement Savings with 401(k) Plans
When preparing for retirement, one of the most valuable tools at your disposal is a 401(k) plan. These employer-sponsored retirement accounts offer many benefits, including tax advantages and the potential for employer-matching contributions. However, to make the most of your … Continue reading
Charitable Giving and Philanthropy: Integrating Them into Your Financial Plan
Integrating charitable giving and philanthropy into your financial plan is a wise decision and a deeply fulfilling one. By understanding the nuances of charitable giving, the impact of philanthropy, and strategies for effective implementation, you can make a meaningful difference … Continue reading
What Do Clients Value Most in A Financial Advisor?
Have you thought of hiring a financial advisor but haven’t done so? Perhaps you are a bit unsure of what you will get from an advisory relationship? Hear Tyler Emrick, CFA®, CFP® discuss what clients say is most important to them. Continue reading
