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18 May 2018 Five Reasons to Review Your Income Tax Withholding

Posted at 13:04h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

An often overlooked but important part of tax planning is the amount you have withheld from your paycheck. Under-withhold throughout the year and you may end up owing taxes in April. Over-withhold and you may be needlessly restricting cash flow throughout the year. President Trump signed...

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02 Mar 2018 Turns Out, Most Stocks Fail to Outperform Treasury Bills.

Posted at 10:54h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

You may have heard of the 4% rule as it pertains to retirement. It goes like this: If you begin retirement withdrawing 4% of your savings and adjust each following year’s withdrawals for inflation, your money should last 30 years. It may be the most...

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