Things in life and planning aren’t necessarily cut and dry. You may take several paths to reach your destination. But which one may be best? Listen to Kevin discuss a retirement situation where several strategic paths existing and how he and his team came to the preferred path in creating an integrated, tax-smart distribution plan. Continue reading
It’s that time of year again. Ohio is filled with grey skies and a flurry of four-letter words: cold, wind, and snow. If you’re thinking of Florida, here are four key kips to making your snowbird experience a success. Try … Continue reading
When it comes to building a holistic retirement plan, all of the individual pieces should be working together harmoniously, whether that’s planning, investing, or taxes. Let’s talk about why integrated advice is often hard to come by, and why it’s crucial to building a successful retirement plan. Continue reading
Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead. As in past reporting years, the goal is … Continue reading
Time for part 2 of our conversation on the retirement rule gone awry that you’ll be in a lower tax bracket at retirement. On this episode, we’ll showcase a scenario where following this rule really puts you off track. Continue reading
