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Jul 30, 2021

We know that President Biden wants to nearly double the capital gains tax rate for anyone who makes a million dollars or more.  Well now, as CNBC’s Robert Frank tells us, the president wants to start collecting that money before you have a chance to do anything to protect it! Assuming that this passes, does that mean...

Jul 16, 2021

Market Watch had an interesting take on tax planning:  They said you shouldn’t change your financial behavior just to avoid taxes.  A good tax planning strategy is one that allows you to keep doing what you want to do … while reducing your tax liabilities, in the process.  Hear Kevin's approach to dealing with the...

Jul 2, 2021

A report by the Employee Benefit Research Institute (EBRI) found that roughly 10% of baby boomers in the highest income group will run short of money!  And the percentage is even greater for those in the more modest income groups.  Kevin explains how he helps his clients NOT run out of money in retirement.