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

Is the Fear of Running Out of Money in Retirement Overblown?

Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patterns contribute to the relative success of sustaining a retirement lifestyle. Continue reading

Untangling The New Required Minimum Distribution (RMD) Rules

In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions, which drastically impacted RMD rules. Hear Tyler Emrick, CFA®, CFP®, break down the key provisions that impact your retirement and estate planning. Continue reading

No Budget Needed

Hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most approaching and into retirement. While it is important to measure your lifestyle spending, there are smarter and easier ways compared to budgeting. Continue reading