by Tom Neeser | Apr 17, 2024 | Blog, financial planning, Personal Finance
Well, actually, I do, but I wanted to get your attention! No one wants to pay more taxes, but when facing retirement, everyone plays the guessing game – are taxes going to go up? Are taxes going down? How should I plan? And I have to say, based on...
by Tom Neeser | Jun 7, 2022 | Blog, financial planning, Personal Finance
What is the actual annual rate of return you are getting in your mutual funds? Have you considered the effect inflation has on the average return rate? Have you looked at the fees and expenses you pay for your investment accounts? And what about the money in...
by Tom Neeser | Jul 21, 2020 | financial planning, Lifestyle planning, Retirement Alternatives
401(k)s haven’t always been around. It all started when Congress passed the Revenue Act of 1978, which include a provision in the tax code – section 401(k) that allowed taxpayers a break on deferred income. The code basically went unused...
