Let’s Get Married (Except for our Money)

Let’s Get Married (Except for our Money)

For the low, low price of about $50, my client can save nearly $30,000 per year in income taxes. Surely, this must be some dodgy tax scheme, right? Nope. All he has to do is marry his partner. As I wrote in We Married for the Money, couples can sometimes realize a...
Is This All There Is?

Is This All There Is?

This is the question many retirees suddenly have to answer once they hit Phase Two of their retirement. I can safely say I don’t have enough fingers to count the number of times a client confirmed their retirement date to me only for them to move it out another year…...
Planning For Your Final Career Year

Planning For Your Final Career Year

You’ve done it. All that smart saving and investing has brought you to your final year of work. But before you plan that first trip around the world, there’s a few nifty tactical planning moves you can make. If you want to save lots of money in your early 60s, here...