When the pandemic first started, the phrase “unprecedented times” seemed to be everywhere –  in every article, video, or announcement – as everyone’s lives were collectively disrupted. “Unprecedented” was, in fact, an accurate term. Unfortunately, it was not the first or last time in our lives that we will face unprecedented times – think about...Read More

Retirees face unpleasant taxes on Medicare Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more...Read More

Retirement Income Primer Join Mike Miller, CPA, Karl Frank, CFP and Nathan Merrill, attorney as they discuss retirement income. In today’s podcast, Nathan and Mike ask Karl questions about how to turn your retirement assets into retirement income. Some of the questions Karl answers include: Should I invest using a 401k or a Roth and...Read More

If you want to make a financial plan, then this 10 step plan will make it a little easier for you to work through the vast and complex issues at hand.Read More

Learn how to make a charitable contribution out of your IRA. This special tax benefit allows you to avoid income tax and for your charity to receive the full distribution without paying any taxes!Read More

Let’s tell a story. First, we agree on some basics. The best way to set a lifetime investment plan is to discuss our goals, create a plan, and then assemble a portfolio of investments. We agree we should do these things in that order, because it is the order of priority. Let’s say you want...Read More

Put retirement on autopilot, with examples.Read More