Estate Planning Financial Literacy Money 101 Retirment planning
The 2017 Tax Cuts Are Set to Expire—Here’s What It Means for Your Paycheck and Estate Plan
If Congress does nothing, the 2017 Tax Cuts and Jobs Act (TCJA)—one of the most sweeping overhauls of the U.S. tax code—will sunset at the end of 2025, and taxes will go back to pre-2018 levels. So what does this mean for you, your take-home pay, and your estate planning strategy? Let’s break it down. […]
Annuity Financial Literacy Money 101 Retirment planning
HOW SEQUENCE OF RETURNS RISK DESTROYED BOB’S RETIREMENT
When Bob Showed Up on My Calendar I wasn’t expecting Bob. In fact, when his name appeared on my calendar for a Zoom appointment, I assumed it was a routine call. Maybe someone in their 40s or 50s, working in education wanting information on how their TRS pension works. But when I clicked into the […]
Annuity Estate Planning Financial Literacy Life Insurance Long Term Care Money 101 Retirment planning
Are You Comfortable Going Broke?
The Hidden Danger of Financial Comfort Zones You work hard, pay your bills, and maybe even save a little, but are you building real financial security, or just maintaining the illusion of it? Too many professionals fall into the trap of feeling financially comfortable while quietly inching toward retirement with a dangerous shortfall. The truth? […]
