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29 Jun
7 Strategies
5 Strategies for Saving Taxes in Retirement

By Colleen Weber, CFP®, CPA

Retirement is a time to relax, enjoy the fruits of your labor, and savor the freedom that comes with no longer punching the clock. However, it’s also a period that requires careful financial planning to enjoy a comfortable and worry-free future. 

One crucial aspect of retirement planning is finding strategies to save on taxes. By implementing smart tax-saving techniques, you can maximize your income, preserve your savings, and enhance your overall financial well-being during your golden years. Let’s delve into the importance of saving taxes in retirement and how it can positively impact your financial stability.

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01 Jun
Is Investing in a Single Company Worth the Risk?

By Colleen Weber, CFP®, CPA 

You’ve probably heard the phrase “Don’t put all your eggs in one basket.” The more I’ve helped people manage their finances, the more I’ve seen how true this is. Most advisors will tell you that diversification is the best way to structure your investments, but what about that company that seems to be the next big thing? We want to get on the hype train and start buying up stocks in that company, right? But here’s the quite literal million-dollar question: How much stock from one company is safe to own? 

Now, there’s no easy answer to that question, but there’s no denying that when you concentrate your investments on an individual stock, the risk goes way up. Let me show you why.

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