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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.
Click the button to read Joe's Kiplinger article now:

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
I Love Roth IRAs and Roth Conversions!
In this 5-minute read, find out why this CERTIFIED FINANCIAL PLANNER™ professional’s favorite investment is a Roth IRA (it has to do with taxes). Then, find out how easy it is for you to get one!
Click the button to read Joe's Kiplinger article now:

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
I Love Roth IRAs and Roth Conversions!
In this 5-minute read, find out why this CERTIFIED FINANCIAL PLANNER™ professional’s favorite investment is a Roth IRA (it has to do with taxes). Then, find out how easy it is for you to get one!
Click the button to read Joe's Kiplinger article now:

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10 Questions to ask your Financial Planner
We see many people who are not getting the service they deserve from their current financial planner, so we put this tool together to make sure you are working with someone who is.