Below you'll find a list of all posts that have been tagged as “retirement”
Searching for a tax preparer in Arizona can feel deceptively easy. A quick search returns dozens of options, all promising accuracy, speed, and experience. But once your finances extend beyond a straightforward return, the question changes. It’s no longer “Who can file this?” It becomes “Who actually understands what’s going on?” Why Arizona adds an extra layer of complexity Arizona …
Tax software is convenient, affordable, and effective for many people. But it isn’t designed to scale with complexity. So how do you know when it’s time to move on? TurboTax works best when life is predictable DIY tax software is ideal when: As soon as taxes require judgment, not just data entry, software reaches its limits. Signs it may be …
Most people don’t wake up one day and think, “My taxes are complicated now.”Instead, complexity creeps in quietly until tax season feels stressful, uncertain, or risky. So what actually makes a tax situation “complicated”? And how do you know when it’s time to move beyond DIY software? Common signs your tax situation is becoming complex A tax return typically becomes …
For couples living in a community property state, a brokerage account can offer unique tax benefits—especially when it comes to estate planning and investment flexibility. Two of the biggest advantages are the step-up in basis and the freedom to liquidate investments on your own terms. 1. Step-Up in Basis at the First Spouse’s PassingIn a community property state, when one spouse …
As a working mom, whole weeks may go by without the chance to sit down or even think. You’re managing a career, making decisions for your family, and caring for kids and often parents, too. It’s not easy, then, to hear about one more job that needs your immediate attention: retirement planning. But let’s just be blunt, women are almost …
You’ve worked long and hard to accumulate your retirement assets that you are using to help finance your retirement. Now, it’s time to start drawing down those assets. Exactly how you liquidate your assets will affect your tax and impact how long those assets last, so it pays to plan a withdrawal strategy that is efficient and maximizes the benefits …
When do you want to retire? Yesterday? Is your money going to last? It’s simple. Just tell me when you are going to die and we can come up with the perfect plan for your retirement. If you are like most of my clients, you are working away and putting away money for that future retirement date. But what if …
If you are a consistent planner for the future, then you should have been in an excellent financial position when you touch your 40’s. Most of us, however, are not. It is clear that we have a lot of catching up to do. Remember, financial planning is one of the most important actions at this juncture in your life. If you are …
Having the choice to retire requires financial freedom. Proactive retirement income planning can help you pursue this freedom. Here are 3 simple steps to help you start planning right away: Define your Retirement Goals Develop a Plan to Generate Income Review your plan annually Define your Retirement Goals Whether you’re looking to better your health or your financial security, establishing …
