MJ ARTICLES
Optimizing Wealth Through Tax Strategies
In a recent Retirement Roux podcast, John Blanchard shared his game-changing Deferred Tax Strategy for individuals looking to sell highly
Unraveling the Mystery of Annuities
Retirement planning can be both exciting and overwhelming. As you aim to secure your financial future, you’ve likely come across
Navigating Recent Financial Challenges
In recent times, the unexpected failures of financial institutions such as Silicon Valley Bank have reverberated through the investment landscape,
Value of Seeking Second Opinion
Picture this: you’re sipping on your favorite coffee, and your financial advisor presents you with a brilliant investment plan. Your
The Hidden Realities of DIY Retirement Planning
In a world brimming with financial advice and opportunities, the allure of managing one’s own retirement can be appealing. However,
Unveiling the Unique Approach of Matthew James Tax & Wealth Management
In the realm of financial planning, finding a unique and effective approach can often be challenging. However, Matthew James Tax
Retirement Planning: The Anti-Bucket List Approach
When we think about retirement, we often envision the fulfilling moments and experiences we hope to achieve before we kick
Understanding & Calculating the Retirement Income Gap
What is the Retirement Income Gap? The retirement income gap refers to the difference between the amount of money you
Key Elements of Successful Retirement Planning
Retirement planning is a significant phase in life that requires careful consideration and strategy. Let’s explore essential insights from a
5 Ways Long-Term Healthcare Keeps You Physically and Mentally Healthy in Retirement
Retirees, especially those who have reached their senior years, should prioritize their health if they want to enjoy a fulfilling
IRA RMD Rules Delayed by IRS
The Internal Revenue Service [IRS] has recently made an important announcement that is likely to impact many retirees. Namely, new