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Your Retirement Playbook

Feb 26, 2021

You may find yourself in uncharted waters. There are things you need to consider about your tax bracket this year vs. next and whether or not you can use the standard or itemized tax deduction on your tax form 1040. We will discuss a few key considerations on Consider This Program. Join us!


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Feb 25, 2021

What do you do with your retirement account after you seperate from the workforce? It depends when and why you are leaving, how old you are and what income you will need and when. We will discuss this on Consider This Program.


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Feb 24, 2021

Life comes quickly and change happens. Sometimes by our own doing and sometimes for factors out of our control. (Health, economic slowdown, etc) This conversation discusses things you should consider when you decide to prepare to retire. What does a retirement practice year look like? Find out on Consider...

Feb 23, 2021

Staying connected with your family in person and on paper. You have come a long way to develop relationships with friends and family. The Covid crisis has been best survived by those keeping in touch. The same is true when you leave a long term employment position. Here are some considerations and strategies.



Feb 19, 2021

Can you count on your taxes being lower after retirement? ​When estate taxes are expected to be high, creating an irrevocable trust can help with the tax bill. Learn about other situations when you might choose this type of trust. unpredictable economic and political environment, does deferring taxes ​In today's...