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By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Save Money in Retirement With Tax Planning
Does your CPA or financial planner offer tax planning? If not, you could be leaving lots of your hard-earned money on the table. In Peak Retirement Planning, Inc.’s latest article, Joe Schmitz discusses tax planning as an essential part of any financial strategy, including:
- Why most financial planners don’t offer tax planning
- Why most people miss out on thousands in tax savings
- Why deferring taxes is not always the best strategy
Click the button to read Joe's MarketWatch article now:

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Save Money in Retirement With Tax Planning
Does your CPA or financial planner offer tax planning? If not, you could be leaving lots of your hard-earned money on the table. In Peak Retirement Planning, Inc.’s latest article, Joe Schmitz discusses tax planning as an essential part of any financial strategy, including:
- Why most financial planners don’t offer tax planning
- Why most people miss out on thousands in tax savings
- Why deferring taxes is not always the best strategy
Click the button to read Joe's MarketWatch 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.