When people think about how they have saved for retirement, they tend to assume that the amount of money sitting in their account is what they’ll use to live on. Au contraire, mon frere! Taxes are a huge factor – don’t let them sneak up on you! In this article, we’ll discuss how different types of retirement benefits are taxed.

Here’s the thing: advisors love to say they do “comprehensive financial planning”... but if they aren’t reviewing your company benefits with you, they’re skipping over roughly a third of your compensation.

A 1% advisor fee doesn’t sound like much… until you see the math.

Market return: 10%
Advisor fee: 1% of assets under management
Your net return: 9%

Buying a House Probably Isn’t a Good Investment
(But That Doesn’t Mean It’s a Bad Idea)

Let’s be honest—your home feels like the best investment you’ll ever make.

But let's crunch some numbers...