Cutter family finance
Blog
A Will or a Revocable Trust: What’s the Difference and Why Would I Need One?
This week I’m talking about two legacy planning tools – the will and the trust – to explain what they do, and when to use them.
Biden’s Proposal to Tax the Rich
This week I dig into some of the key points of the Biden tax proposal to help you better understand if – or how – you might be affected.
Taxes & Your Retirement Plan
This week I’d like to highlight a few of the more common taxes that can sneak up on even the best retirement plan, and some strategies to potentially mitigate them.
Taking the Emotion out of Decumulation
The decision of when to stop working can be financially and emotionally difficult for people, there is no one-size-fits-all solution. Here are a few ideas to ponder.
You May Be Closer to Retirement Than You Think
How much you have saved is not as important as how much income that money will create for you. You may be closer to supporting your retirement than you think.
The State of Retirement in America
In addition to COVID, there are other factors causing folks to re-think retirement. So, this week, I’d like to discuss a few of these to help you understand key challenges to a successful retirement.
