by Ryan Shumaker | Mar 10, 2023 | Blog
We are big fans of the saying, “Give to Caesar his due, but not a dollar more!”, which is why at our firm we focus on helping clients create tax efficient retirement plans and portfolios. With tax filing season upon us, we thought we’d share a few common issues we see...
by Ryan Shumaker | Feb 15, 2023 | Blog
Retirees are one of the highest and most unfairly taxed groups. Every dollar that needlessly goes to taxes is one additional dollar you must make up for elsewhere, whether that be by taking on extra investment risk, spending less, or not having as much to pass on as a...
by Ryan Shumaker | Jan 13, 2023 | Blog
Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily true, and it’s a big mistake to make this assumption. A last will and...
by Ryan Shumaker | Nov 18, 2022 | Blog
Gas prices, grocery store bills, and interest rates have all been rising at a fairly high rate recently. It seems to be what everyone is talking about. The question is, where are they headed next? To be blunt and to the point, no one knows and listening to those that...
by Ryan Shumaker | Sep 16, 2022 | Blog
When it comes to investing, for every loser there is an equal and opposite winner. If someone sells something to someone else and it goes up in value the person that sold lost while the person that bought won (and vice versa). According to Dalbar’s most recent study...
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