Tax Planning & Retirement Planning Blog

I will be the first to agree that inflation is running rampant. But, rather than complaining to everyone you meet, ...
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Al Smith not only does private consultations, but he also travels to speak at events. If you would like to ...
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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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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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Stock that was sold for a profit can result in capital gains tax. Look over your portfolio and check if ...
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Other financial advisors may help your money grow, but they do not plan ahead to minimize taxes in retirement. Al ...
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Your CPA handles your tax preparation every Spring, but you also need a financial advisor who includes tax planning in ...
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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 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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 To keep your investment portfolio on target for financial goals, you want to balance risk and diversify your assets ...
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