by Daniel Brown | Jul 28, 2022 | Financial Planning, Retirement Planning, Strategic Planning
The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included? An estate plan is the process whereby we map out how you wish for your personal and financial...
by Daniel Brown | Jun 10, 2021 | Retirement Planning, Tax
For most Americans in their early 60’s the thought of Medicare begins to creep into their consciousness. Generally at age 65 a person may qualify for Medicare coverage. According to the Kaiser Family Foundation there were 61.2 million Medicare beneficiaries by...
by Daniel Brown | May 25, 2021 | 401(k), Retirement Planning
Regardless of whether you’re voluntarily making a job/career change or if you’ve been laid off, the task of deciding what to do about the 401(k) you’re leaving behind is likely not high on your priority list. However, addressing this issue is an incredibly important...
by Daniel Brown | May 17, 2021 | Employer Retirement, Financial Planning, Retirement Planning
Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit...
by Daniel Brown | Apr 27, 2021 | 401(k), Retirement Planning, Roth IRA, Strategic Planning
Reaching retirement is exciting, but having sufficient funds to really enjoy life during retirement cannot be overstated. You may have heard of a backdoor Roth IRA, but for those looking to maximize their withdrawals in retirement, a MEGA backdoor Roth IRA may be...
by Daniel Brown | Apr 23, 2021 | Retirement Planning, Tax
One of the nice things about the IRS pushing back the tax filing deadline is that I have an extra few weeks to publish brief articles like this discussing actions that, if you’re still working, you can take now to improve retirement later.I recently had a...
