RetirementSavvy

Posts Tagged: taxes

The Good Retirement Guide 2018: Everything You Need to Know About Health, Property, Investment, Leisure, Work, Pensions and Tax Paperback: 271 pages Publisher: Kogan Page (2018) Written specifically for UK readers and fully updated for 2018 with the latest changes to legislation, this book is full of detailed, concise information on a broad range of… Read Article →

Are you middle class? Where you live and how much you make are significant factors. Along with geographic location and household income, a family’s ‘class’ can also be defined by net worth, education and occupation. House Ways and Means Committee Chairman Kevin Brady | J. Scott Applewhite/AP The definition of middle class has been a… Read Article →

The following is a guest post from Jack Teboda, president and founder of Teboda & Associates. Jack has more than 35 years experience helping people pursue financial independence through personalized investment strategies. His firm takes a team approach to providing advice to clients on retirement concerns and other financial planning issues.  Americans are Living Longer… Read Article →

The following is a guest post from Rich M. Groff II, a third generation Certified Financial Planner and entrepreneur. Although he has worked with people from all walks of life, he has focused his practice primarily around high income and high net worth professionals. Groff prides himself in assembling the best financial team to address and… Read Article →

The following is a guest post from Stephen Ng, founder and president of Stephen Ng Financial Group. Stephen is author of 10 Financial Mistakes You Should Avoid: Strategies Designed to Help Keep Your Money Safe and Growing. He is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner. He is also an… Read Article →

The following is a guest post from Brett Sause, an 18-year veteran of the financial services profession. Brett is CEO of the Atlantic Financial Group, LLC;  and has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. When it comes to retirement – and to passing on whatever wealth you’ve accumulated… Read Article →

Don’t Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom Paperback: 256 pages Publisher: Career Press (March 2017) While I have not discussed their specific tax situations, I am witness to my parents and my mother-in-law remark that they owed taxes and did not receive a refund in their first years of retirement…. Read Article →

The following is a guest post from Randy Becker, a retirement planning professional and owner of the Becker Retirement Group in Bellevue, Washington. He has 30 years of experience in the insurance industry and holds a degree in personal financial planning from Metropolitan State College of Denver. Can you imagine going on an extended vacation without making… Read Article →

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