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

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

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

How to Plan for RMDs (Required Minimum Distributions)

In this podcast, hear Tyler Emrick, CFA®, CFP®, delve into the often misunderstood world of Required Minimum Dis-tributions (RMDs). Join us as we uncover the essential strategies and tips to help you navigate RMDs and make informed decisions for a secure and fulfilling retirement. Continue reading