All About Taxes in Retirement

All About Taxes in Retirement

Most clients are surprised when they get to retirement and see that their taxes have changed. I have this conversation with almost all of my clients when they retire. They go from having a normal W2 income, where their taxes are withheld — and sometimes they even...
5 Mistakes Clients Make on Their Taxes

5 Mistakes Clients Make on Their Taxes

It’s almost April, which means that it’s almost Tax Deadline Time. For most people, taxes aren’t something they look forward to, but it’s also not something they worry about that much. After all, you fill out a few forms and hope to get a return, right? But in my work...