2022 Key Financial Data Guide

2022 Key Financial Data Guide

by | Jan 14, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan | 0 comments

Financial Guides 2022 Key Financial Data Guide The 2022 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format. Organize your finances at your convenience without having to search the internet for...
The Smart Tax Planning Newsletter October 2021

The Smart Tax Planning Newsletter October 2021

by | Nov 1, 2021 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax-Saving Tips The Smart Tax Planning Newsletter October 2021 Taxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free—and usually state-income-tax-free too.  What you may not...
Building Health Care Costs into Retirement Planning

Building Health Care Costs into Retirement Planning

by | Sep 21, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning Building Health Care Costs into Retirement Planning Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of...