Do you want to put more money in your pocket after taxes? When planning for retirement it is not only wise to include an investment strategy, it is also good to implement strategies to minimize income taxes on that investment strategy. It is time to take a look at what your taxes are, and how they affect your investments.

Do you know the fundamental pieces to estate planning? It is critical for everyone to understand what documents are needed, the importance of the documents, techniques needed for estate planning, and how estate planning has been impacted by the recent tax law changes.

To understand what a Roth is, we must understand the differences between both a Roth and a traditional IRA. Before you and your advisor decide what’s best for you, it’s important to clearly understand what makes each type of IRA unique.

Despite the promise of tax “reform” or “simplification,” the bill actually adds hundreds of pages to our tax laws. Find out what the new bill means to you.

The new tax bill, which will spark numerous changes to business and personal taxes, is set to be finalized by the end of 2017. This new tax bill will impact our financial preparations, including retirement planning. By learning about these changes, we can understand the actions we need to take before year-end.

In the final component of our four-part series on Social Security, we are diving into how best to manage your divorce spouse or survivor benefits. And equally as important, understanding how and when you are eligible.