Enhance Today | Enrich Tomorrow
Are you the type who loves surprises? One surprise you may not enjoy is having to pay more taxes than you anticipated. Since taxes are a necessary part of life, it’s best to prepare throughout the year so you…
As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate. Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax…
Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there. But it’s often difficult to fully appreciate the time, effort, and in some circumstances…
As International Women’s Day [March 8th] approaches, we wanted to get together to explore ways to improve the financial outcome for women across the globe. The gender wage gap costs women $1.6 million in retirement savings over the course of…
Retirement is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. Our guest today, Susan Bradley, is the author of Sudden Money and…
As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear the insights we gleaned from some of the top minds…
After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estate plan.” You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to…
This has been a spooky year for stock and bond returns. For those of you who are near, or already in retirement, you may feel like this year is a part of some retirement horror story. Which reminded us of…
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that are often overlooked for those facing a terminal diagnosis. This…
What if you could take action now so that you have significantly more tax-free savings to utilize in retirement? On this episode, we’ll take a look at an often misunderstood tax planning opportunity. The Roth conversion is a tool that…
