Latest articles by Phil Simonides, CFP®
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How Do You Really Know How You're Doing for Retirement?
retirement It's natural to try to compare the car you drive, the vacations you take and the home you live in to that of your neighbors, friends and co-workers, but it won't give you the accurate picture you need to tell where you stand.
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Tax Diversification: An Untapped Resource for Wealth Over Your Lifetime
retirement Sure, diversifying is a good idea for investors, but unless part of your diversification strategy is based on how your investments are taxed, you could be missing out in retirement.
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What Do Potential Tax Changes Mean for Your Investments?
investing To get an idea of where our tax rates could be going (and the opportunities that could be coming), compare and contrast the tax proposals floated by President Trump and the House GOP.
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Which Career Path Are You On? Your Retirement Strategy Depends On It
retirement From job-hopper to lifetime loyalist, there are five types of career paths people tend to follow. Here are the retirement-planning challenges and strategies for each.
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5 Things Fourth-Quarter Football Strategy Can Teach You About Retirement Planning
Financial Planning You may need to adjust your strategy during crunch time in order to successfully reach the end zone.
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4 Keys to Reaching Your Lifetime Financial Goals
Financial Planning Understanding the state of the market, as well as your wealth, objectives and career trajectory, can help you create a solid plan to maximize returns.
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5 Questions to Ask Your Adviser About Taxes
taxes Do you know what asset location is? What about tax loss harvesting? Understanding these concepts might help you minimize your tax hit.
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