Financial Strategist- Helping Regular Folks Retire in a 0% Tax Bracket

05/26/2021

Financial strategies are extremely beneficial to keep in mind, but inflation can change how your financial plan works for you. Currently, experts believe that inflation isn't the issue, but retirees especially need to factor in the rising cost of living. Read more about how to defend your retirement strategy against inflation here:

With some planning and awareness, you can steer your retirement fund safely through times of inflation.

05/25/2021

You're never too young or old to begin planning for retirement. There are certain strategies you can use to ensure that your retirement plan works best for the lifestyle you deserve. Here are 35 retirement planning mistakes you need to keep in mind here:

Retirement planning is no easy task. Not only do factors like salary, debt and expenses all affect your ability to save, but there's also no one-size-fits-all solution to realizing the vision of your...

05/25/2021

Many people are investing in cryptocurrencies, but they need to understand that they're still going to end up paying taxes. Cryptocurrency is considered a property and it's treated like a capital asset. Here's how you can minimize the taxes on your cryptocurrencies here:

Once you know how cryptocurrency is taxed, you can focus on strategies to minimize how much crypto tax you’ll have to pay the IRS.

05/24/2021

If you have a retirement account, you're likely going to pay some taxes on it. You may want to consider a Roth conversion to avoid paying taxes on your withdrawals. Learn more about what you can do to make the most out of your nest egg:

If your retirement funds are in a traditional 401(k) or individual retirement account, the U.S. government is owed part of it in the form of taxes.

05/24/2021

The Fitzpatrick Group is focused on disrupting the financial services industry. We constantly educate people to help expose the corruption that's common in the industry that's meant to help them. Learn more about how we can help you find the proper solution to your financial issues here:
https://www.fitzgrp.com/Ethos.html

05/18/2021

If you are looking for a new way to approach your wealth, The Fitzpatrick Group offers a challenge to the traditions of financial planning. Learn more on our website. https://www.fitzgrp.com/

05/17/2021

Offering disability insurance to your team is a helpful perk that will protect staff if something happens to them. To get the most out of this benefit, education is critical. Follow the link for more. https://www.benefitnews.com/advisers/news/education-is-a-key-component-of-disability-insurance-benefits

05/17/2021

Do you have dreams of early retirement? If so, ensuring you'll have enough wealth stashed away is a vital first step. This article offers helpful ways to plan for your future and ensure your comfort.

If you’re planning to retire early, you'll need to plan properly to make sure your savings last for the longer than usual haul.

05/14/2021

The last thing you want to worry about in your retirement is paying high taxes. There are a few strategies and breaks that will keep your taxes as low as possible later in life. Read this guide for tips.

Retirees and those planning to retire in the near future can plan ahead to keep their taxes as low as possible. Here are some basic strategies.

05/14/2021

There are different types of life insurance that will benefit you and your family down the line. Have you explored universal life insurance? It offers protection as well as savings options. Learn more here.

Universal life insurance policies feature unique benefits and risks. Learn how they compare to other life insurance products with Money's expert guide.