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Lifelong Learning for a Higher Engagement in Retirement

Lifelong Learning for a Higher Engagement in Retirement

Very few people stop learning once their formal education is over. Whether you took a few classes to burnish your professional credentials or collaborated with coworkers to bring projects across the finish line, learning was probably essential to your career success....

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Your Questions Answered: Can I Donate My QCD to a DAF?

Your Questions Answered: Can I Donate My QCD to a DAF?

William is a client that utilizes a Qualified Charitable Distribution each year to meet the RMD obligation from his IRA. As an aside, a QCD is a distribution from your IRA made directly to a charity and is available after age 70 ½. This is usually a tax-smart move for...

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Your Questions Answered: How Can I Reduce My Tax Bill?

Your Questions Answered: How Can I Reduce My Tax Bill?

Susi is a highly compensated executive in a very well-known national organization. In a recent meeting she asked me what she could do to reduce her tax liability. We get this question A LOT. And there are a couple of very easy answers. Number One is make less money....

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Advice For Life

SMI Transition Planning