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By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Will You Pay Higher Taxes in Retirement?

Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.

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What is a CERTIFIED FINANCIAL PLANNER™?

Some financial advisors talk the talk. CFP® professionals walk the walk. We commit to acting as a fiduciary, which means we’ll always put your best interests first.

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What is a CERTIFIED KINGDOM ADVISOR®?

As a CKA® we are able to combine competent financial guidance with Christian principles. This designation allows specially trained financial professionals to offer clients a sense of purpose in stewarding their wealth.

Check Out Peak Retirement Planning In The News

Joe Talks Tax Timing Tactics on
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