Blog
Blog
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...
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....
Your Questions Answered: Should I Do a Debt Snowball with a Whole Life Insurance Policy?
John is the son of a client and has a young family. He reached out to us because he had been approached about overfunding a whole life insurance policy and borrowing out the cash value to execute Dave Ramsey-style debt snowball. This concept – overfunding and...
Advice For Life
Become A Superager for Better Life
Northwestern University’s SuperAging Study defines a “SuperAger” as a person in their eighties whose cognitive..
Outsource to Improve Your Life
Was this finally the year that you took our advice, put down your pad and pencil, and let a CPA handle your taxes?
Three Steps to Balancing Today with Tomorrow
The challenges of the last couple years have filled many people with uncertainty about the present and concern for the future.
SMI Transition Planning
Funding the Continuation of Care – The Impact on Traditional Retirement Planning 3
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Selecting Your Child’s Advocate(s)
Whatever plan you have in place for your child once you are gone will only work as well as the individual(s) you choose to implement it.
12 Funding the Continuation of Care – The Impact on Traditional Retirement Planning 2
The expenses associated with the continuation of care for your loved will not simply go away at your passing.
Every month, Paul shares his thoughts, stories, and wisdom.