5 Strategies for Saving Taxes in Retirement

5 Strategies for Saving Taxes in Retirement

By Tricia Lepofsky, ChFC® If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your financial strategy....

read more
How Do I Get Income From My Portfolio?

How Do I Get Income From My Portfolio?

By Jason Epps, CFP®, CRPC®  When you’ve built up a portfolio of investments, the next question that often comes to mind is how to generate income from it. After all, the purpose of investing is not just to accumulate wealth, but also to enjoy the benefits of your...

read more