Posts



Retirement income planning expert and CPA Jeffrey Levine highlights the necessity of providing tax education to your clients and building out a team that offers …



Investment return/risk and tax efficiency, though not correlated factors, both affect the growth of investment assets and income. In investment planning …



Women face a unique set of challenges in retirement. Their retirement plans need to be thought of differently and many factors need to be taken into …



Today’s guest is George Schofield – an entrepreneur, consultant, author, and public speaker who helps businesses and individuals develop new, smarter …



In my last video, I brought up the question, Is a 0% retirement tax rate possible. Today I take that topic a few layers deeper to show you 7 Strategies That Can …



Our family-owned brokerage focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. We strive to deliver service …



The SECURE Act is the biggest piece of retirement legislation to pass since 2006. On this episode, we discuss what the SECURE Act is and how it will affect you …



Today’s video I continue the retirement tax topic and explore just how low we might be able to get our tax rate in retirement. David McKnight, from the Power of …




The KLT Team breaks down the year that was, gives an update on the current market conditions, and an outlook on key events to watch in 2020. Subscribe here …