Discover how understanding your lifestyle spending and anticipating future changes can lead to more effective financial planning. Continue reading
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Tag Archives: Taxes
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Estate planning is about more than just wealth distribution—it’s about peace of mind. Continue reading
Real Estate, Taxes, & College Oh My!
We welcome Kevin Kroskey, CFP®, MBA, back in action, joining Tyler Emrick, CFA, CFP®, on this potpourri-type episode. Continue reading
The Benefits of Roth IRAs for Tax-Free Retirement Income
One of the most important considerations when planning for retirement is ensuring a steady income stream to sustain your desired lifestyle. With life expectancies increasing and the costs of living rising, it’s essential to have a robust retirement savings plan. … Continue reading
How to Avoid A Surprise Bill at Tax Time
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
