Blog and Podcast

How Early Retirees Can Get A BIG Health Insurance Tax Credit

Many early retirees find they must utilize Affordable Care Act (ACA or Obamacare) policies to bridge the gap from employer-provided health insurance to Medicare at age 65. ACA policies are expensive but even affluent families may be able to obtain … Continue reading

Ep 85: What’s a “Conservative” Investor To Do These Days?

Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact your retirement plan, investment allocation, and your peace of mind. Hear Kevin review discuss a recent letter written to his clients about the three broad categories of investments. Continue reading

Should I Sell a Stock with a Large Taxable Gain? (Part 1)

Have you acquired stock over time and seen it significantly rise in value over time? Perhaps you simply bought and held, were gifted shares, or accumulated company stock through grants or options. Now you have a more concentrated portfolio. What should you do? Let it ride? Or should you sell, pay taxes, and reinvest? Continue reading

Ep 83: Biden’s “American Families” Tax Plan

Biden’s tax proposals have finally been put into legislation and released on September 13th. Thankfully they’re not as bad as the Beatles’ “Tax Man” lyrics, and the tax increases were also less than what was expected.

Hear Kevin discuss key proposals for individuals with the good, the bad, and those that didn’t make it into the bill, and be sure to pay attention to the end to hear the key things to do to keep more in your pocket. Continue reading

Biden’s Tax Proposal: Key Changes & Planning Opportunities

Anticipated tax proposals have finally been released in legislative form on September 13, 2021. As of early October, these proposals have yet to be finalized in Congress as the sausage is being made. Thankfully the changes are not as bad as many had feared, but there are many changes that may impact your financial and tax planning. Continue reading

Medicare Reviews During Open Enrollment

As your Annual Notice of Change arrives in your mailbox, you may have questions about those changes.  Or perhaps you aren’t sure if the Medicare plan that you have is still meeting your needs.  Your prescription drugs may have changed, and your Drug Plan may not be as suitable as it once was. These items and other questions can be addressed during the complimentary review. Continue reading

What is ESG investing?

You may have heard the term “ESG Investing” in the news, from a friend, or through your church. What exactly is ESG investing, and might it be right for you?   ESG  ESG is an evaluation of a company’s conscientiousness for different factors that are … Continue reading