Interested in lowering your lifetime tax rate, optimizing your investments, and planning for retirement? Schedule a short call now! In this post, we’ll discuss how you can maximize the positives and plan around the...
Read MoreTax-free. It sounds so good. If someone told you right now that you could sell some of your assets without paying taxes on the gains, your ears would perk up. In this article, I will think of as many ways as I can to produce...
Read MoreThe Shell Provident Fund (Shell 401k) is known for being one of the best 401k plans in America. So much so that I know multiple financial firms that can’t stand it because it’s hard to convince retirees to rollover...
Read MoreOne of the best analogies to working with a financial advisor is working with a car salesman. Most people assume financial advisors have a legal obligation to always act in their clients’ best interests. But the vast...
Read MoreConocoPhillips 401K is ripe with opportunity and just one piece of an excellent benefits plan. But with these benefits come critical tax decisions. NUA is certainly one of them. By utilizing NUA, you are setting your assets up...
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