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Retirement and Wealth Planning Insights, Stories, and Articles

Practical, easy-to-follow guidance on retirement, taxes, investing, and the decisions that shape your financial future.

IRS Tax Filing 2027: How to Prepare Now for Your 2026 Tax Year Return

11 MIN READ
Don’t wait until the last minute. IRS tax filing 2026 comes with deadlines and changes that could impact your return and tax strategy. Learn how.

Navigating Important Changes to Medicare in 2025

3 MIN READ
In 2025, Medicare will undergoing its most significant transformation since the introduction of Part D in 2006.

Mega Backdoor Roth: A Great Way to Maximize Your Retirement Savings in 2025

2 MIN READ
One of the most important questions I am asked by clients (or folks at workshops) is: If I have the capacity to save more, what are some of the vehicles I should use? The fact is, I love this question !

Should You Choose a Lump Sum Payout or a Monthly Pension? Here’s the Math.

4 MIN READ
Shakespeare famously said, “To take a lump sum payout or pension? That is the question.” But, of course, Shakespeare never owned a fiduciary financial planning firm in Gold River , California.

Calculating How to Bridge the Gap and Retire Early

4 MIN READ
Some people credit German Chancellor Otto Von Bismarck with the invention of modern retirement all the way back in 1881. How so?

From Business Owner to Family Man: A Journey to find Live/Work Balance and Prosperity

4 MIN READ
Working with local business owners to create an individualized financial plan is a big part of what we do. And that’s just one reason I love this story.

What a Sacramento fiduciary financial advisor says about spending.

3 MIN READ
From our retirement planning headquarters in Gold River, California, here’s a question that seems like it would be easy to answer: Should you spend more or save more? But my reply is more nuanced about which is better and why.
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