That’s the real challenge of retirement. Not just managing money, but managing meaning. We can have a plan, we can manage investments and cash flows, but how are we making this chapter purposeful and significant for us…and more importantly for our families?
When most people imagine retirement, they picture the freedom: slow mornings, travel plans, and the comforting thought of never setting another alarm clock. And while some of that is true, the quiet can catch many people off guard once it actually arrives.
When most people imagine retirement, they picture the freedom: slow mornings, travel plans, and the comforting thought of never setting another alarm clock. And while some of that is true, the quiet can catch many people off guard once it actually arrives.
Few things in the tax code inspire more head scratching than the Alternative Minimum Tax. If you’ve ever filed your return, seen one number for “regular tax” and another for “AMT,” and wondered why on earth we have two systems in the first place—you’re not alone.