by Dan Haines | Feb 28, 2023 | Financial Planning
Around tax time, it can be surprising to see how much you pay in taxes each year. It could be because you focused on the after-tax amount deposited in your bank account or its not until you pull all your information together at the end of the year that you see the...
by Dan Haines | Jan 19, 2023 | Financial Planning, Retirement
Near the end of last year, the Consolidated Appropriations Act of 2023 was passed. This large spending bill included a retirement bill known as the SECURE Act 2.0. This retirement bill is wide-ranging, covering areas such as retirement account contributions, education...
by Dan Haines | Dec 20, 2022 | Financial Planning
As you’ve worked to build up your wealth, it is important to consider how you are going to pass down any remaining assets to your family, friends or charities. Often the first thing that comes to mind when you think about your estate plan is a will. However, many...
by Dan Haines | Nov 17, 2022 | Financial Planning
As we approach year-end, many use this as a time to take inventory of their year. As you think about the financial side of your life, it is worth asking if your money has been going toward things that are important to you. Some things areas of spending are inevitable,...
by Dan Haines | Oct 26, 2022 | Financial Planning
If you and your spouse both have access to an employer-sponsored retirement plan such as a 401(k), retirement saving is as easy as specifying the contribution amount to be deducted from your paycheck. However, for some couples, both spouses do not have access to a...
by Dan Haines | Sep 19, 2022 | Financial Planning
Developing a paycheck in retirement that generates the income you need while also keeping your taxes low is not an easy task. All the planning you did while working – saving diligently, using tax-deferred accounts – can turn into unwelcome tax surprises as you...
