Filing taxes can feel like a chore for most of us, but for retirees, it presents unique challenges. If you’re retired, your tax situation likely involves several moving parts As a Certified Financial Planner working with high earners and high-net-worth retirees, I want to help make sure you’re prepared. In this insight, we’ll walk through […]
5 Issues to Consider Before You File Your 2024 Tax Return as a Retiree Read More »
Knowing important financial dates are essential to both long term and near term financial planning. Preparing for this financial landscape gets more complex as your years increase. Whether it’s planning for retirement, claiming Social Security, or managing taxes, certain milestones come with crucial decisions. Understanding these key dates can help you maximize your benefits, avoid
FAQ for the Important Financial Dates: A High Net Worth Guide Read More »
Understanding major financial deadlines is essential for everyone, it can make a world of difference in financial health. Knowing what numbers to focus on and when certain deadlines hit can keep your finances in check, ensure tax efficiency, and safeguard your wealth for years to come. This guide will walk you through important financial numbers
2025, A Guide to preparing for Major Financial Deadlines Read More »
How do key financial numbers affect your finances? As a certified financial planner who specializes in working with you where you are, I understand the importance of understanding how key financial numbers can impact your overall financial well-being. In this insight, we’ll explore how various financial metrics and indicators can influence your personal finances, investment
How Do Key Financial Numbers Affect My Finances Read More »
Navigating taxes can feel like a chore, but staying informed about annual updates is crucial, especially if you’re a high-earner or near retirement. The 2025 tax updates bring some significant changes for individuals in higher tax brackets. In this article, we’ll break down what you need to know and how these changes might impact your
2025 Tax Numbers: What You Need to Know Read More »
Inflation is a reality we all must contend with, and its effects can be more challenging for high earners and high net worth individuals. Inflation doesn’t just impact your day-to-day expenses; it can quietly erode the value of your long-term investments if you’re not prepared. Understanding how inflation: strategies for financial resilience can safeguard your
Inflation: Strategies for Financial Resilience Read More »
Inflation is one of those financial terms we hear all the time, but it’s easy to overlook how it directly affects our everyday life. As a high-net-worth or high-earning individual, inflation can seem subtle when it comes to the gas pump or the grocery store. Inflation can seep into your entire financial picture, your investments,
How Does Inflation Affect My Daily Life? Read More »
Making the decision between a lump sum pension and other retirement options can feel overwhelming. Depending on your financial situation, you may have more options, but also more complex considerations. As a Certified Financial Planner, I’ve seen clients face both successes and regrets with their previous choices. Let’s explore the top five mistakes to avoid
5 Mistakes to Avoid When Choosing a Lump Sum Pension Read More »
When you approach retirement, a big decision looms: should you take your pension as a lump sum or opt for a lifetime annuity? You’ve worked hard to build your wealth, and how you manage it in retirement can have long lasting benefits. As a Certified Financial Planner(R) (CFP), I’ve helped many clients navigate this decision.
Navigating Your Pension: Lump Sum vs. Annuity – What’s Right for You? Read More »
Deciding whether to take your pension as a lump sum or as monthly payments can be one of the most important financial choices you’ll make before retirement. As someone with experience guiding high-net-worth and high-earning individuals, I understand how this decision can feel overwhelming. But by taking a thoughtful approach, you can make an informed
7 Steps to Evaluate Your Lump Sum Pension Options Read More »
