Do you think you know everything there is to know about the tax code? The truth is that you likely won’t even find a financial advisor that know everything about the tax code. Our advisors are even willing to acknowledge that. That’s exactly why we have CPAs on staff. Our CFP® Professionals work alongside our CPAs to make sure that people aware of tax planning opportunities and steering clear of big tax mistakes they need to avoid.

It doesn’t take much for a very small mistake to turn into a big one when it comes to taxes. Taxes are one of two of the biggest wealth-eroding factors in retirement (health care costs are the other). So, pay close attention as Dean Barber and Bud Kasper, CFP®, AIF® review four tax mistakes that retirees need to avoid.

Retirement Plan Checklist: https://bit.ly/3slMwGc

Tax Reduction Strategies: https://bit.ly/3QKL5dQ

Rothaholic Club: https://bit.ly/3MulgMB

Tax Rates Sunset in 2026 & Why That Matters: https://bit.ly/3u1hP9P

Financial Planning Tool: https://bit.ly/3u20I7J

Schedule with Our Team: https://bit.ly/47f4tVA

 The CFP® Professional & CPA Relationship: https://youtu.be/zxpfmN-xbrw?si=LTe4rByyZKzHn9rO

Most Retirees Aren’t Doing These 4 Things: https://youtu.be/BDELKWKHP8k

7 Financial Planning Opportunities You Don’t Want to Miss: https://youtu.be/ZrsSlnLrpCY 

Tax Planning Strategies with Marty James, CPA: https://youtu.be/13JQ-w6eJ7w?si=ybmZVqresXyI1Rgv 

When Is It Time to Retire?: https://youtu.be/iKny1bBxukY 

Roth vs. Traditional with Bud Kasper and Corey Hulstein, CPA: https://youtu.be/ASEEO30DZfI?si=C5-2kFFwVKYqGGk8 

The Guided Retirement Show: https://www.youtube.com/@TheGuidedRetirementShow