Hear from founder and president, Tim Doehrmann.
Tim covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. He also discusses the widow's tax and how an income tax bomb can affect your heirs.
We talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.
Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.
Tim talks about annuities and how to decide whether or not to include them in your retirement portfolio.
A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy.
Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 financial tips for a successful retirement.
Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!
The jump to retirement is a big change after working full time for many years or decades. But what if you could start with a part-time retirement? Here's how!
2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees?
Raise your standard of living for half the cost by living abroad? Tim shares some benefits and tips for living abroad in retirement.
Are you considering Social Security? Tim gives you the facts beyond the headlines about Social Security being depleted sooner than expected.
Do you feel a rush to retire? Tim reviews an article about more Americans considering retirement now due to the pandemic.
Tim shares how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons.
Tim talks about 4 financial mistakes made in 2020 and 3 general financial mistakes that are not specific to 2020.
Tim describes how dynamic distribution with guardrails works for on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement.
Tim talks about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made.
There is a lot of confusion about President-elect Joe Biden’s tax proposals. Tim highlights some of Biden’s tax proposals and what they could mean for your retirement.
Since we specialize in working with clients close to or in retirement, Medicare is always a part of our planning process. Today, I am going to touch on some of the basics of Medicare.
Social Security is one of those things that most of us don’t think much about until we get close to retirement. Today we’re going to test your knowledge about Social Security.
There are several nuances to inheriting an IRA, depending on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax money, and whether the account owner was required to take RMDs.