Paying taxes now and having tax-free withdrawals in retirement can offer peace of mind and simplicity during your retirement years. Here are a few reasons why some people find this approach mentally advantageous: Certainty: By…
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What are you doing with your 1.26 billion seconds during your working years? Those 1,262,304,000 seconds—about 40 years—can be used to set up a solid financial foundation for a successful retirement at 65. Here’s a…
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Health Savings Accounts (HSAs) are incredible, especially for high-income earners, because they offer a triple tax advantage, making them a powerhouse for tax deferral, medical expenses, and retirement planning. Here’s why: 1. Triple Tax Advantage…
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There are many great ways for a high-income earner to save for retirement, some strategies that I even use in my family’s financial planning. One thing I have in mind for today pertains to singles/couples…
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When it comes to retirement savings, withdrawals are often an afterthought after putting all the money you earned during your working life into pre-tax savings buckets, such as 401(k)s, IRAs, Roth 401(k)s, and the like….
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By Chris Heisten, CRPC®, CFP®, CSRIC® Retirement is a big moment in life many people eagerly anticipate—and for good reason. It’s a chance to take a break from daily work, have more free time, and…
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By Chris Heisten, CRPC®, CFP®, CSRIC® Investing is now more accessible to the average person than ever before. Thanks to the rise of online trading platforms and the abundance of investing resources, many people have…
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By Chris Heisten, CRPC®, CFP®, CSRIC® With the year’s end drawing closer and the holiday season upon us, small business owners are at a crucial moment to evaluate their business and financial status. Though the…
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By Chris Heisten, CRPC®, CFP®, CSRIC® In the world of financial planning, few opportunities can match the enduring value of a Roth IRA for your loved ones. It’s not just a present for the moment;…
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By Chris Heisten, CRPC®, CFP®, CSRIC® If you ever think about your money decisions and wish you had done things differently, you’re not alone. Surprisingly, over two-thirds of Americans share at least one financial regret…
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