Retirement / Blog

Taxes and Retirement Planning

Ashley CorneliusEstate Planning, Retirement

The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the fact that Republicans dominate both chambers of Congress suggests 2017 may well be a year in which significant tax reform is engineered. One thing should be perfectly clear: The U.S. … Read More

Considerations for Retiring Couples

Ashley CorneliusEstate Planning, Legacy, Retirement

Retirement is another chapter in your life; one that requires not only planning but day-to-day maintenance once you get there. And if you have a partner in life, it’s important to remember that your retirement, like a tandem bike, is built for two. Planning for your own retirement is complicated enough, but doing so at the same time as your … Read More