Tax Prep by Tax Planners
Tax season is upon us. When you’re working with a preparer or doing it yourself with software, there are several mistakes and missed opportunities that you can make.
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The Two Shortest Days of Your Life
Episode 147 | When’s the last time you thought about your estate plan? Do you have one in place to ensure everything you’ve earned is accounted for?
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Take Action!
Episode 146 | Everyone likes to dream and talk, but far too few turn those into goals, plans, and reality. It’s time to stop talking and take action!
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You May Need Tax Planning
Episode 145 | If you have over 1 million dollars in your 401(k), you may need tax planning to avoid overpaying in taxes during your lifetime.
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Happy Birthday!
Episode 144 | Don’t let another year slip by without celebrating your birthday. It’s a built-in excuse to celebrate you! Have a Happy Birthday!
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Don’t Invest on Feelings
Episode 143 | Despite our best efforts, we usually invest based on feelings. But good investing often involves doing the opposite of what we feel.
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Defining Happiness in Retirement
Episode 142 | There are a few ways to define and describe happiness. And understanding is one of the foundational elements to success. Let’s take a quick peek down the rabbit hole of happiness to help you find what you are looking for in life… and in retirement.Â
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Gratitude is Still the Way
Episode 141 | Nothing you accomplish or achieve in life will matter without gratitude. This is a reminder of the article from the past two years that gratitude is important, not only during Thanksgiving, but year-round.
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The Siren Song of Short-Term Guarantees
Episode 140 | Do not listen to the Siren Song of short-term guarantees. In the realm of investments and financial decisions, the age-old debate between short-term guaranteed returns and long-term potential returns is perennial.
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Retiring, Retire, and Retirement
Episode 139 | When defined, and in context, retiring, retire, and retirement need to be renewed to reflect their modern identity. To star the discussion, we’ll look at the existing definitions and contexts that surround retirement, then we’ll reframe and define the words for their modern form.
