Is Your Taxable Bucket Holding You Back from the 0% Tax Bracket?
We’re big believers in the power of financial education—and in helping our clients take smart steps toward a 0% tax rate in retirement. That’s why we’re sharing this excerpt from The Power of Zero by David McKnight. It breaks down how your taxable bucket works and how to use it wisely on the path to […]
The Role of Annuities in a Retirement Portfolio: Pros and Cons
Crafting a well-rounded retirement portfolio involves navigating a multitude of financial instruments, and one often discussed is the annuity. An annuity can play a significant role in your retirement strategy, serving as both an asset and a source of income. There are pros and cons, just as with many other financial strategies, and the article […]
Inflation and Retirement: Understanding the Erosion of Purchasing Power
Inflation is something that we often feel day-to-day with purchases of groceries, gasoline, and more, but it can also significantly impact our financial futures. Retirement planning is a multifaceted endeavor, and among the myriad factors that demand attention, inflation stands out as a silent but formidable adversary. In this article, we aim to demystify the […]