Posts Tagged ‘financial planner’
Optimize Your Retirement Contributions in 2019
Do you know how to invest for tax savings? Different investment vehicles have different tax benefits. For instance, Health Savings Accounts (HSAs) have a triple tax advantage – they are tax free when you add money to the account, make withdrawals and grow without taxes on interest. This article will teach you about how to…
Read MoreNew Tax Policy Could Increase Your Taxes in 2018
The Tax Cuts and Jobs Act of 2017 The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all Americans. Wealthy residents of California, New York and other high-tax states could face a higher tax bill, when they file their 2018 return.1 Effects on 2018 Tax Filings: Cuts…
Read MoreWE WON BEST INVESTMENT FIRM IN AUSTIN!
Austin First Financial is the parent company of The Retirement Instructor. I founded Austin First Financial, Inc in 1999 to aid Austin residents with their retirement planning. Since then, The Retirement Instructor was founded for my adult education classes. The Austin American Statesman & Austin360 polled the Austin community and they discovered that Austin First…
Read MoreWhat is Happening to Social Security?
Social Security is Running Dry But that doesn’t mean it will cease to exist! Social Security has been an important topic in retirement for decades, but a lot has changed in recent years. For preceding generations, a senior could obtain a sizable portion of their retirement income, solely from social security benefits. Nowadays, seniors that…
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