In this episode, Tyler Emrick, CFA®, CFP®, explores WalletHub’s 46-factor framework for ranking states for retirees, examining everything from tax rates and cost of living to leisure opportunities and healthcare access. Continue reading
Tag Archives: Retirement
Money, Memory, and Longevity: Navigating Retirement Challenges
In this episode, Tyler Emrick, CFA®, CFP®, dives into the surprising connection between wealth and longevity, uncovering how financial freedom can unlock better health, reduced stress, and more fulfilling retirement years. Continue reading
Big Changes to Social Security
Dive into what the changes mean, how retirees can expect retroactive payments, and the broader impact on the Social Security system. Continue reading
Maximizing Your Charitable Giving: A Guide to Doing Good While Reaping Tax Benefits
Charitable giving offers a meaningful way to support the causes you care about while also providing an opportunity to help your finances. When you donate to nonprofit organizations, you’re helping drive their missions forward. While the immediate impact is important, … Continue reading
Upcoming Tax Changes and How You Should Plan for Them
The clock is ticking on the 2017 Tax Cuts, and big changes are looming. Hear Tyler Emrick, CFA®, CFP®, break down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025 Continue reading