How to be Tax-Efficient When Taking Income In Retirement
Are you in retirement or wanting to retire soon? If so, this video is for you. In this video, we talk about how to be tax-efficient when...
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- Aug 10
- 1 min
Scheduled Tax Rate Changes are Coming in 2026... Are You Being Proactive in Your Planning?
Did you know tax rates are scheduled to increase in 2026? That's right, in 2026 the income tax provision in the Tax Cuts and Jobs Act...
- Aug 5
- 1 min
Long-term Tax Planning with Invisor
Being a financial planner is about much more than just investments. Often times our conversations revolve around taxes, estate, social...
- Jun 23
- 3 min
The Market Dropped – What to Do Now?
If you haven’t heard, the market is down. And when I say “market,” you can almost take your pick: stock market, bond market,...
- Jun 16
- 3 min
Breaking a Promise
In 1997, the U.S. Congress passed legislation that gave birth to a whole new kind of retirement account. They called it a Roth account....
- Jun 7
- 4 min
57% of Americans Paid No Federal Income Taxes – How?
In 2021, the percentage of Americans who paid no federal income tax increased to 57% in comparison to 44% pre-pandemic. Covid relief...
- May 20
- 3 min
How Maximizing Your Health Savings Account Could Save You Thousands In Retirement
If you have a high deductible health insurance plan, there is a valuable tool that can save you tens of thousands in retirement. You may...
- May 6
- 1 min
Worried About Double Taxation on Your Roth IRA?
Are you concerned the government may go back on its’ word and tax your Roth IRA? Watch this video to hear what Justin Lueger has to say...
- Apr 22
- 3 min
Are Big Changes Coming for Retirees? - Article
Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...
- Apr 22
- 1 min
Are Big Changes Coming for Retirees? - Video
The U.S. House of Representatives recently passed a bill that could affect many retirees and investors 50 and older. "The original Secure...
- Dec 12, 2021
- 3 min
Farmers Have It Figured Out
We’ve talked before in this column about how farmers invest the right way. They find an attractive investment – predominately land – and...
- Nov 24, 2020
- 3 min
Do You Need a Financial Advisor?
I was meeting with a potential client the other day, and the individual asked an insightful question. It’s one that I’m guessing others...
- Sep 7, 2019
- 2 min
The Good Old Days
As a financial planner, one of the more difficult questions clients ask today is, “Where can I go to earn a higher return on my cash?”...
- Apr 19, 2019
- 3 min
The Lie That Won't Die
It happened again. I found myself in a group of people, listening to an individual caution the others on the dismal state of Social...
- Mar 7, 2019
- 3 min
It’s All Relative
Now is a tough time to earn a decent return on cash. That’s no surprise to anyone. Even though interest rates have perked up from...