Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to be forward-thinking enough to…
Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves actionable steps to visualize getting from now…
Could Inflation Affect Your Retirement Plans? By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Retirees are often aware of the detrimental effects of inflation on their retirement savings. As…
DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP®Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant…
Tax Strategies For Retirement: Buckets Create Tax Choices By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher…
Strategies To Optimize Your Social Security Benefits By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Social Security benefits are an important piece of your retirement puzzle, and deciding when…
Stress-Test Your Retirement By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® In the good ole days, when your car was on the fritz, your mechanic needed trained eyes and…
Top Financial Fears That Affect Women Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to…
The Pros and Cons of Early Retirement Plan Rollovers To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if…
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…