How Much Is the Right Amount Of Cash?
Coming off a year with unprecedented interest rate hikes, everywhere you turn there is an advertisement for yields on CDs or other types of savings accounts. Clients are asking whether they should consider using these products, and if so, to what extent. Continue reading
Nearing Retirement But Facing Potential Layoff?
Listen as Tyler Emrick, CFA®, CFP®, talks through what industries are getting hit the hardest and what you can do now to help protect your retirement in the face of job insecurity. Continue reading
Reconsidering Bitcoin
I wrote the article below in December 2017. With wild price swings, peak-to-trough losses of -70%+ in bitcoin (and more in other digital currencies), major bankruptcies, and seeming frauds in the crypto space, I thought a look back may be … Continue reading
What are Retirees Doing After Poor Market Returns in 2022
Listen as Tyler Emrick, CFP, CFA, shares his clients’ stories to uncover their questions and how they plan to navigate the challenges posed by the current market and economic landscape. Continue reading
Plans To Prosper Partners With True Wealth
Plans To Prosper (P2P), located in Wexford, PA, has partnered with True Wealth Design, effective December 30, 2022. Our firms share a commitment to supporting clients in reaching their financial goals through comprehensive and well-integrated financial planning, investment management, and … Continue reading
Secure Act 2.0: Key Impacts on Your Retirement Planning
The much anticipated SECURE Act 2.0 recently passed Congress, and while no single change made in this act will have the same level of effect on your retirement planning as some changes made in the original SECURE Act, there are far more provisions in this act that may impact your planning. Continue reading
Estimated Tax Payment Reminder
This is a friendly reminder that your quarterly estimated tax payments are due by… Continue reading
Secure Act 2.0: Congress Makes More Changes to Retirement Accounts
There are many other provisions within the newly passed SECURE 2.0 Act that could have a significant impact on your retirement planning. RMD changes, more Roth options, and retirement plan contribution increases are good; limitations on IRS-defined “high earners” not so great… Continue reading
Social Security – Planning Strategies, COLA, and Update
Whether you are trying to understand better how Social Security works or looking to optimize your filing strategy, this episode is for you. Continue reading
Enhancing Your Charitable Giving
Hear Kevin and Tyler discuss ways to tax-optimize your charitable giving. Whether through bunching your deductions or using donations of appreciated stock, each coupled with a donor-advised fund can help you gain a bigger tax break and meet your charitable goals in the Retire Smarter way. Continue reading
