A Brief History of Estate Taxes
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.
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Learning With Ernie
Retirement Strategy: Preparing to Retire Early
Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.
Social Security: Choosing When to Claim
One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.
Retirement Strategy: How Retirement Strategy Has Changed
How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.
Estate Planning: Tax Planning
Helping your clients with the year-round effort to maintain your tax strategy.
Does the 4% Rule Hold Up?
This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.
