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Tax Planning

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...

Taxes in Retirement

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...

The Money Cycle

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...

Estimating Expenses

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...

Your Preferred Future

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...

Plan, Prepare & Review

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...