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Future-Focused Tax Planning is Critical
By David Brooks, Founder & President of Retire SMART I am glad that the Roth IRA and Roth 401(k) are common knowledge in the general public and are increasingly used…
Read MoreFuture-Focused Tax Planning is Critical
Future-Focused Tax Planning is Critical By David Brooks, Founder & President of Retire SMART In the near future, taxes are going up. It’s the law. Unless the law is changed,…
Read MorePlan Now for Retirement as a Surviving Spouse
Plan Now for Retirement as a Surviving Spouse By David Brooks, Founder & President of Retire SMART There is a growing number of single women – widowed, divorced, or never…
Read MorePrepare for a Major Retirement Expense: Healthcare
Prepare for a Major Retirement Expense: Healthcare By David Brooks, Founder & President of Retire SMART Retirees need to know their options when it comes to healthcare expenses. The average…
Read MorePortfolio Diversification Is Vital to a Successful Retirement Plan
Portfolio Diversification Is Vital to a Successful Retirement Plan By David Brooks, Founder & President of Retire SMART Investors in the stock market will experience ups and downs. A properly…
Read MoreIt’s OK to Spend in Retirement; Just Make Sure You Plan for It
It’s OK to Spend in Retirement; Just Make Sure You Plan for It By David Brooks, Founder & President of Retire SMART Early in my career, I thought my job…
Read MoreGo Tell It on the Mountain: Planning Is the Key to a Great Retirement
By David Brooks, Founder & President of Retire SMART I like hiking, but my brother is a serious mountain climber. He has scaled Denali and other major mountains. The more…
Read MoreDon’t Get Blindsided By Taxes in Retirement
By David Brooks, Founder & President of Retire SMART When people think of expenses in retirement, they tend to think of housing and health care. Those certainly are two major…
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