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
Podcast
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