144. What is Taxable Income and How Does it Work?

144. What is Taxable Income and How Does it Work?

It’s that time of the year where taxes become top of mind as people look through income over the past year to get their filing in order, but taxes need to be at the forefront of your financial planning throughout the year. The problem is tax planning isn’t simple. It...
142. Advisors Should Rethink the ‘M’ in RMD

142. Advisors Should Rethink the ‘M’ in RMD

The recent passing of SECURE Act 2.0 brought about a long list of planning opportunities, but the change in age for required minimum distributions will give advisors a chance to think outside the box on RMD strategies. Now that the age has increased to 73, retirees...
137. What is a Dividend Yield?

137. What is a Dividend Yield?

The extended downturn in the market has given investors a chance to re-evaluate their portfolio and rethink the strategy that best fits their needs in retirement. Dividend-paying stocks are often a popular choice, especially in times like these, because they can help...