I often get asked if there are taxes in retirement. The short answer is there will be taxes in retirement for most people. I wanted to take some time and highlight some of the key issues retirees deal with when it comes to retirement taxes.
I decided it was time to update the About Me video on my website. The old one was animated and it was the best $35 I spent when launching my practice.
A recent article in InvestmentNews shared some of the findings of recent investor roundtables hosted by the SEC. To no ones surprise, investors want more clarity when it comes to the fees they are paying.
Have you ever wondered if your retirement plan is on track, but didn't want to spend a ton on a 100-page plan you need a PhD in finance to understand? Well, I'm making a Crazy Dan deal where I'm offering my Results in Advance plans for half off at $300.
Isn't that the big question - who is my ideal client? I realized after lots of reflection the advice of experts and coaches really doesn't apply in my situation, but a different factor does.
It's good to know some randomly useless information every once in a while. Well, here are some recent facts that may help to impress your friends and coworkers. Or, maybe win a round on Jeopardy.