Sit down with your CPA after October 15th when he or she's done with all the tax returns. Try to get them to do a projection for 2025 and 2026 and then see what opportunities are out there. The one big beautiful bill act has rewritten the tax landscape in ways that extend well beyond the internal revenue code.And these ripple effects are already being felt across investment decisions, retirement planning, and long-term wealth strategies. In our podcast today, my guest Bob Keebler, a partner with Keebler and ...

The point of this is not to say that $850,000 isn't enough. Rather, it's to emphasize that when you choose to retire is essential.If you retire today, you will have $850,000 in your 401(k) account. However, with this profile, you could work a little longer and keep allowing this portfolio to grow. Say you waited three more years and retired at age 70. With a mixed return of 8% (common for a mixed bond/stock portfolio) and $30,000 per year of additional contributions, you might have $1.16 million in savings. ...

Retirement doesn’t look the same for everyone. While average retirees worry about outliving their savings, upper-class retirees are playing an entirely different game. Their habits go beyond basic budgeting. They think about taxes, long-term care and even how their wealth will impact the next generation. Read Next: How Long $2 Million in Retirement Will Last in Every State Check Out: Mark Cuban Tells Americans To Stock Up on Consumables as Trump's Tariffs Hit -- Here's What To Buy The surprising thing is ...

“If you hold it, it gives you the right kind of diversification in your basket. This has been an increasing message and an increasing story. It’s a diversifying hedge,” said Joe Cavatoni, senior market strategist at the World Gold Council, a membership organization of the world’s largest mining companies.There’s a way for the metal’s price to climb higher, Aakash Doshi, head of gold strategy at State Street Investment Management, said in a September note. It’s more likely than not that gold’s price will inc ...

Group 1 - The article discusses the considerations for individuals deciding whether to use a financial advisor or opt for less expensive alternatives like Vanguard, especially in the context of changing market conditions [1][2] - It emphasizes the importance of assessing the type of service needed, whether it is solely investment management or broader financial planning, which can influence the choice of advisor [3][4] - Financial planners offer a range of services beyond just investment management, including retirement income planning and tax planning, which can help clients achieve their financial goals [5][6][7] Group 2 - Retirement income planning involves strategies for managing withdrawals from various accounts to ensure reliable income streams during retirement [6] - Tax planning is highlighted as a critical service, where financial planners can assist clients in understanding tax implications and optimizing tax liabilities throughout their lives [7]

Is there a way to avoid paying taxes legally? On this week's Financial Freestyle, host Ross Mac speaks with Karla Dennis, Tax Planning CEO of KDA. Dennis breaks down the key ways you can lower your tax bill as a business owner and put more money back in your pocket. For tips on how to pay the least amount in taxes possible, check out this week's episode of Financial Freestyle. Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. https://finance ...

The holidays are supposed to be an exciting, fun time of year, but for many boomers, they bring added stress: Money. Between gifts, travel, family gatherings and end-of-year expenses, it’s easy to see your budget get pushed to its limits. That means it’s harder to stay on track with bigger goals like retirement savings or taxes. Learn More: How Much Should the Average Middle-Class Baby Boomer Have in Savings? Read Next: How Much Money Is Needed To Be Considered Middle Class in Your State? The good news? W ...

EVANSVILLE, Ind., Aug. 12, 2025 (GLOBE NEWSWIRE) -- What do high earners often miss when it comes to their tax strategy? According to Brad Ford of Vineyard Financial, the answer lies not in how much income they generate, but in how little time they spend proactively managing how that income is taxed. In a recent feature published by HelloNation, Ford explains that many high-income professionals mistakenly accept high tax bills as an inevitable cost of success, when in reality, early and strategic planning c ...

[Music] [Applause] [Music] The big beautiful bill is now in the hands of the Senate and it may be a while before it becomes or some version of it becomes the law of the land. And here to talk with me about this is Lisa Featheringill. She is the national director of wealth planning at Comra Wealth Management.Lisa, welcome. Thanks, Bob. Great to be here.Oh, it's a pleasure to have you here. It will be a pleasure to have you talk about the big beautiful bill and where it stands and what you think will stay and ...