Planning for retirement can feel overwhelming, with a wide range of financial vehicles available, each with its own rules, benefits, and potential pitfalls. But when you understand how each one…
Tag: retirement savings
Financial Conversations to Have With Dad This Father’s Day
As Father’s Day approaches, many families are thinking about ways to honor the father figures in their lives—through time spent together, meaningful gifts, and shared stories. But this holiday also…
Building a Resilient Retirement Plan through the SMART Retirement™ Approach
As retirement approaches, affluent Americans face a unique set of financial planning challenges. From minimizing taxes on substantial assets to ensuring income stability throughout a longer lifespan, the stakes are…
Last-Minute Tax Planning for 2024
As we approach the 2024 tax filing season, it’s crucial for high-net-worth retirees to stay informed about recent policy changes and their potential impact on tax planning strategies. Last-minute tax…
What is FIRE (Financial Independence, Retire Early) and Is It Right for You?
For decades, the traditional path to retirement involved working for 40+ years, saving diligently, and retiring in your 60s to enjoy your golden years. However, since the 2010s, the FIRE…
A Guide to Succession Planning for Business Owners
As business owners near retirement, they often face a significant challenge: ensuring their legacy is preserved and the future of their business is secure. After spending years or even decades…