Tax Planning & Retirement Planning Blog

Secure Act 2.0

The age when required minimum distributions from IRAs must be taken will be pushed forward from the present age of ...
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Personalizing Inflation

Personalizing Inflation

I will be the first to agree that inflation is running rampant. But, rather than complaining to everyone you meet, ...
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Host an Educational Workshop or SOFA Presentation

Al Smith not only does private consultations, but he also travels to speak at events. If you would like to ...
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Control What You Can…..Prepare for the Rest

Planning/preparing for retirement has many similar steps that you might take if you were planning a home improvement project or ...
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Important Information About Extended Care

70% of people over 65 will need care at some point. 80% of elder care is provided in private homes….only ...
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Year End Financial Checklist

Stock that was sold for a profit can result in capital gains tax. Look over your portfolio and check if ...
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Can your finances handle a stress test?

Other financial advisors may help your money grow, but they do not plan ahead to minimize taxes in retirement. Al ...
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Tax Planning

Your CPA handles your tax preparation every Spring, but you also need a financial advisor who includes tax planning in ...
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What to Look for in Long-Term Care Insurance

1-Minute Video:  Thousands of Baby Boomers are retiring each day, and many are wondering about the possibility of having ...
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Roth IRA – Convert or Contribute?

Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different ...
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