Strategies to Reduce Income Taxes in Retirement A core philosophy at EntryPoint Wealth Management is to reduce our client’s income tax paid throughout their lifetimes. Advising clients on their tax situation is often considered a no-go subject in the financial industry. However, I feel the first step in providing quality advice to clients is understanding…
Buying a Home: Interest Rate Changes In the past few months, I have been engaged by a handful of clients for help regarding a real estate transaction. The decision to sell a home and embark on a new chapter–especially during retirement–is a significant milestone with unique financial considerations. Mortgage Interest Rates have dramatically increased…
3 Thoughts on Preparing for Retirement Retirement is what you make it. That said, the magnitude of planning for retirement is often underestimated. It requires you to reevaluate and adjust your outlook on life–both positively and sometimes negatively. Throughout my career as a financial advisor, I have helped thousands of clients transition from working into…