Strategic Tax & Retirement | Blog

How to simultaneously help others and yourself this Holiday season...

As we move further into the holiday season, time is ticking to find the perfect gifts for our loved ones. If you missed Black Friday or C...

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Make the most of your tax brackets

Nate Lovik, CFP®, AIF® Financial Planner-Strategic Tax and Retirement Found within the pages of Seneca’s “On the Shortness of Life” a cer...

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The Ins and Outs of Medicare

In July of 1965, President Lyndon Johnson signed Medicare into law, thus creating a health insurance program for the elderly. The program...

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Retirement Planning: Should I Save Pre-Tax or Post-Tax?

When investing in a company retirement plan like a 401(k) or 403(b), many choices require careful consideration. One decision that may ul...

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Which Annuity Is Right For You?

Annuities were designed to provide cash flow and aim to limit market risk while curbing the chance of running out of money in retirement....

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The Top 5 Topics Your Financial Planner Should Be Discussing With You

New clients often arrive in our office with questions on topics that have not often been discussed with them previously. From our perspec...

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What is a Required Minimum Distribution? What you need to know.

When you reach the age 70½, you may be required to withdraw a percentage of money from your tax-deferred retirement account each year. Th...

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5 Important Tax Law Changes to be Aware of for 2018

Recent tax law changes have people nervous and excited to say the least. In this post we will discuss some of the major changes that coul...

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Debt in Moderation

“If you do not change direction, you may end up where you are heading.” Lao Tzu Debt, like red meat is okay when consumed in moderation. ...

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