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Have you ever found yourself wondering, “What is asset allocation and how do I use it in my portfolio?” Well, first let’s start at the beginning. Common investing practices usually include stock picking and attempting to time the markets in order to drive returns. This method opens investors to unnecessary risk. Alternatively, decades of time-tested […]

I know, I know. You probably read the title of this blog and immediately considered tuning out. But I think your perseverance will be rewarded, because while today’s topic is about taxes, what we’re really talking about is the quality of life in retirement. It’s about living large while paying less to Uncle Sam. And […]