News and Updates

“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]

“We’re considering relocating to a no income tax state. What should we evaluate beyond just taxes?” This is a great question—and one that deserves a closer look. While the idea […]

What’s the real return on your vacation rental—and how should you plan for taxes, depreciation, and long-term upkeep? In this episode, we talk through how to evaluate income property profitability […]

Full Article Link: Yahoo Finance – 10 Times You Should NOT Do a Roth Conversion Quote from Stephan Shipe“If you’re still working and expect your income to drop in retirement, […]

“I’m a physician in private practice, and my income varies because I’m paid based on revenue share. I want to save more aggressively for big expenses like a home renovation […]