Brenden Leese, CFP®May 29, 2021Wealth RedefinedWhy Thoughts Turn to College Savings on May 29A 2-part series in honor of National 529 Day, here are some things you may not know about 529 plans. Key Takeaways Numerous studies show...
Robert Dunn, CFP®May 25, 2021Wealth RedefinedMaking Your Post-Working Decumulation Strategy Personal and Comprehensive By Robert B. Dunn, CFP® “Retirement is a time to do “what you want to do, when you want to do it, where you want to do it and how you...
Robert Dunn, CFP®May 13, 2021Wealth RedefinedDon’t Overreact to Proposed Tax ChangesYou will most likely have a change to your tax bill under the Biden Administration. But, if you keep you cool and stick to your plan, the ta
Ryan M. Vogel, CFP®Feb 18, 2021Tax OptimizationTax Reporting Tips – Qualified Charitable Distributions & RMD Replacements Long weekends have a way of triggering certain mindsets and actions for me. Memorial Day weekend means golf season is in full swing (pun...
Novi Wealth PartnersFeb 17, 2021Tax OptimizationHow Could The New Administration Affect Your Retirement?By Novi Wealth Partners With newly elected President Joseph Biden in the White House and Democratic control of both houses of Congress,...