How to Minimize Capital Gains Taxes

Discover effective strategies for minimizing capital gains taxes and maximizing your wealth. From understanding tax rates to implementing tax gain harvesting…


S&P 500 Retirement Income

Alex dives into the potential pitfalls of relying solely on the S&P 500 for income in retirement. Learn how diversification across various asset classes can…


Retirement Income Strategy: Framework for Success

Alex dives into retirement income strategy that go beyond the traditional 4% rule. Discover how optimizing your income sources can lead to substantial tax…


Should I pay off my mortgage or invest?

Should I Pay Off My Mortgage or Invest?

We get the question all the time: Should I pay off my mortgage or keep the money invested? We had a client pay off a 2.8% fixed rate mortgage… and they loved…


financial plan income

Financial Plan Income Case Study

When they came to see us they had $2.3 million and wanted to know what was financially possible for them to really thrive in retirement and fulfill some of the…


Retirement Income Strategies

The average retirement income. We will show you the numbers so you can see how you stack up.


Optimizing Portfolio: S&P 500 and International Stocks

We are frequently asked is “Is the S&P all I need to retire?” Let's address this question by going through 53 years worth of data, plus why the stakes are…


2024 election and stock market

How the 2024 Election Will Impact Your Investments

How will the 2024 election impact your investments? What does that data say? Is this time different?  In this video, Anthony and Alex discuss the potential…


Regret-Free Retirement

Embark on a transformative journey towards a regret-free retirement. Uncover the wisdom derived from the poignant observations of palliative care workers,…


save your retirement

Save Your Retirement Plan With This Proven 3-Step System (2024)

Have you been delaying your retirement planning? In this weeks video, Anthony Saffer goes through how to effectively save your retirement using a proven 3-step…


work one more year

Should I work one more year? And does it matter? A framework to retire ASAP

Our expert framework delves into the 'work one more year' dilemma, providing insights and solutions for a secure retirement.


Navigating Challenges of Social Security Benefits

Discover the intricacies of Social Security benefits and how their purchasing power is evolving over time. Uncover the challenges retirees face, from…


How Much Do I Need to Retire?

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