Zach Lott, CFP®
Taxes in Retirement
Most Americans stop celebrating “half birthdays” back in grade school. The two most important birthdays in financial planning, however, are half birthdays long past that age: 59½ and 70½. Reach the first, and the IRS give you a gift: penalty-free...
The 6 Most Common Behaviors That Are Hurting Your Investment Returns
Key Takeaways Avoid holding onto an investment based on its initial price or sentimental value Don’t hold onto an investment based on its initial price or sentimental value. Use your biases to counteract each other. When it comes to personal finances, our...