by Becca Mack | Apr 18, 2022 | Blog, Tax Strategies, Taxes & Tax Planning
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different...
by Becca Mack | Jan 3, 2022 | Blog, Financial Planning, Tax Strategies
A new year can bring about a new mindset and optimism, but it’s also important to have a plan to deal with the challenges we could face. We could see high inflation, a volatile market, and higher taxes, and it’s important to have a plan in place to address these...
by Becca Mack | Dec 13, 2021 | Blog, Tax Strategies
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances can end up taking a back seat to decorating and wrapping presents,...
by Kirby Mack | Aug 19, 2021 | Blog, Business Owners, Estate Planning, Tax Strategies
If you’re a business owner and know you eventually want to retire, make sure you understand how passing down or selling your business works. Business sales are increasing as more Baby Boomers retire and the potential for changes to the tax code may be partially...