In preparation for early retirement, what are you doing? Find out what I am doing to prepare for early retirement.

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Find out why a lump sum retirement is not for me.

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With the New Year approaching, now is a great time to review your company-sponsored retirement plan and make sure your retirement future is on the right track and avoid this mistakes.

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Retirement planning is not about just a single number of how much you need to save. A retirement plan is really a projection of your income and expenses into the future.

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Gifting assets to family members or to charitable organizations has long been a way for estate owners to reduce the size of their estate for tax liability purposes while benefiting loved ones or beloved causes. Currently, the tax code allows for each individual to give $13,000 a year ($26,000 for married couples) to as many people or charities as they want without having to pay a “gift tax”. This “annual gift exclusion” is generally increased each year based on inflation, but there is also a maximum exemption that caps the total amount of gifts a person or couple can give throughout their lifetime.

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