Tax Planning September 23, 2025 / September 24, 2025 There’s a tremendous difference between tax planning and tax preparation. Effective tax planning can save you thousands, tens of thousands, or even hundreds of thousands of dollars over your lifetime. Think about it – when your accountant or tax preparer sits down to prepare your taxes they are dealing with numbers from last year. It’s […] Read more
The Money Cycle May 13, 2025 / September 24, 2025 Have you ever heard of The Money Cycle? The Money Cycle is something that we all go through during our lifetime. There are three phases: accumulation, preservation, and distribution. The accumulation phase starts early in life. When you are accumulating assets, you are typically willing to take more risks with this money. Let’s face it, […] Read more
Estimating Expenses November 2, 2023 / September 24, 2025 We have a simple way of estimating your retirement expenses. Because, without a fairly accurate estimate, it is extremely hard to create a reliable retirement plan. If you’re one of those people who already has a detailed budget and tracks it regularly, you may already have this all figured out. However, this is a good […] Read more
Your Preferred Future February 27, 2023 / September 24, 2025 We will begin our deep dive into the details of each of the three steps – starting with Step 1: Planning for your preferred future. Getting this first step right will give you a strong sense of peace regarding the success of your plan. Your preferred future is what you’ve had in mind all these […] Read more
Plan, Prepare & Review November 25, 2022 / September 24, 2025 Let’s start at the 30,000 ft. level and provide a very broad overview of the three steps we’ll use throughout the process. So this is truly foundational. Let’s start at the 30,000 ft. level and provide a very broad overview of the three steps we’ll use throughout the process. So this is truly foundational. Here […] Read more
Retirement Road Map August 23, 2022 / September 24, 2025 Three Keys to find the Right Advisor to Build Your Retirement Road Map There are three important keys you need to understand before you begin to build your retirement roadmap. These three keys are non-negotiable. If you’re planning on working with an advisor (which we definitely recommend, because you have only one chance to get this […] Read more
Taxes in Retirement April 13, 2022 / September 24, 2025 No truly holistic retirement plan would be complete without thoroughly addressing long-term tax planning. After all, the difference between $10,000 a month of taxable income and $10,000 a month of tax-free income is dramatic. So while the Bucket Plan is the best way to structure your financial assets to tackle today’s market challenges while meeting […] Read more
