Since most employers today no longer provide defined benefit pension plans for their employees, the burden of retirement saving has shifted to the employee. Not surprisingly, saving for retirement is a pretty low priority for the many Americans who are focused on how they are going to pay this month’s bills.
Taxes and Retirement
New retirees are often surprised that even though they may have stopped working, they are still paying quite a bit in income taxes each year. For those who are getting close to retirement, it’s important to know how your various sources of income will be taxed once you are retired.
Avoiding Capital Gains in Real Estate
I’ve gotten a number of questions about Capital Gains and Real Estate recently, so I thought it was time for a post. While many home sellers do not have to pay any tax on the sale of their home, for others, capital gains taxes can be significant, even hundreds of thousands of dollars. Here are five ways to reduce capital gains when you sell real estate.
Introducing Good Life Wealth Management
 After working on two terrific teams over the past 10 years, I have made the leap to start a new Registered Investment Advisor firm, Good Life Wealth Management. I’m sure a lot of things have changed for you in the last two years, as they have for me, but I’d welcome the opportunity to catch up with you and learn what is new with you and your family.
Over the past couple of years, I’ve learned about running a top-notch Wealth Management practice and thought about how to design a firm specifically for you, the investor, and how to best address your needs.  Now, I have the chance to build a client-centered practice from the ground up.  I’ve got some interesting and timely topics planned for upcoming newsletters, as well as information on our unique Good Life Wealth Management Process, so please stay tuned!
