There is a lot of confusion about tax credits this year and all the stimulus credits and changes are causing confusion and chaos, for the public and the IRS as well. In todays show we talk about what's going on.
For many, many years there was a rule for retirement income planning called "The 4% Rule." In this episode we break it down and talk about why it no longer works and what you need to know to help fix your retirement income plan.
In this episode we talk about the proposed tax increase and how taxes may be affecting your finances.
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About The Wealth Puzzle
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything…
suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.