Tax Brackets Clearly Explained

December 27, 2021

By Jamie Cox Understanding tax brackets is essential to successful tax planning. Tax planning is an important part of what we do; …

Mutual funds vs. ETFs

October 30, 2021

Mutual funds and exchange-traded funds (ETFs) are two of the more commonly used investment products, particularly in retirement funds. They’re similar in …

Planning for RMDs

October 12, 2021

Required minimum distributions (RMDs) can be confusing, even for clients already taking them. Let’s walk through what they are, how they work, …

Stacks of coins

Dividends and retirement income

September 20, 2021

Dividends are one of the most fundamental concepts in investing, particularly when it comes to investing in retirement. Because they’re so basic, …