Blog

Posted on December 3, 2024 by James Miller

People have different plans after retirement. Many retirees look for low-stress jobs as opportunities to stay active, engage with others, and maintain a sense of purpose without the stress of a full-time career. We’ve compiled a list of nine fulfilling roles that may provide predictable hours, reasonable responsibilities, and a calm environment. In short, there […]

Posted on December 3, 2024 by James Miller

Earning a high income is great until you realize how much you have to pay in taxes. Fortunately, our tax-saving strategies may help lower your taxable income. In this blog, we’ll show you how to reduce taxable income for high earners to keep more of your hard-earned money.  What is a High-Income Earner According to […]

Posted on November 18, 2024 by James Miller

Retirement planning isn’t one-size-fits-all, and sometimes, one 401(k) doesn’t cut it. Maybe you’ve changed jobs a few times, or you’re balancing multiple roles with employers who each offer retirement plans.  If you’re curious about how many 401(k)s you can have, and whether managing multiple accounts is a smart move, you’re in the right place. Understanding […]

Posted on August 29, 2024 by James Miller

If you’re approaching retirement with a seven-digit number in your accounts, congratulations! Only 0.1% of all U.S. households have more than $5 million in their retirement nest egg. With reserves like these, is $5 million enough to retire comfortably? Our calculations say it’s possible. Here’s how. How Long Will $5 Million Last in Retirement? In […]

Posted on August 8, 2024 by James Miller

If you’ve got $200,000 ready to invest, congratulations – you’re already one step ahead of most investors. With this solid foundation, you are well on your way to building long-term wealth, but if you want to maximize the potential of that investment, you’ll need a strategy. In this guide, we’ll explore some of the best […]

Posted on July 9, 2024 by James Miller

When you think of investing, the first thing that probably comes to mind is stocks. While this is a popular investment option, the volatility of the market isn’t suitable for every type of investor, especially risk-averse ones. If you prefer to play it safe with your money, investing in precious metals like gold could offer […]

Posted on May 3, 2024 by James Miller

Did you know that one of the most powerful tools for building your future might already be part of your financial planning? It’s not about working harder or earning more but making smarter choices with a tax-deferred retirement plan. These plans are powerful allies in your financial strategy, working behind the scenes to stretch every […]

Posted on April 30, 2024 by James Miller

Did you know that during the 2008 financial crisis, while the stock market took significant hits, gold prices soared, proving its stability in turbulent times? This is just one of the compelling reasons why gold IRAs are gaining popularity among those looking to bolster their retirement portfolios with something more resilient than traditional investment forms. […]

Posted on April 18, 2024 by James Miller

Navigating the complexities of a divorce isn’t just about untangling your lives; it’s also about dividing what you’ve built together. A key component of this division is sorting out retirement benefits – a nest egg that both parties have likely contributed to during the marriage. How do these savings get split? Is it possible to […]

Posted on April 17, 2024 by James Miller

Not all that glitters can be easily sold, especially when it comes to your investments. Some can be cashed out in a blink, while others take longer. But how do you strike the perfect balance between liquid vs. non-liquid assets to create a diversified portfolio that offers long-term growth and short-term flexibility? Below, we’ll explore […]