Strategic Use of Charitable Remainder Trusts (CRTs) for Tax-Efficient Legacy Planning!
Most retirees believe charitable giving only benefits the charity. But...
18 Sep
- Mark S. Gardner
- (214) 762-2327
- MarkGardner@RetireWell.co
- Gabriel Herzig
- (305) 490-1786
- GabrielHerzig@RetireWell.co
18 Sep
What Is a 401(k) Plan and How Does It Work?
What does a 401k plan generally provide its participants? At...
12 Sep
Life Insurance Awareness Month—Is Your Legacy Strategy Bulletproof?
Most people believe that once you retire, your life insurance...
12 Sep
September Is Life Insurance Awareness Month—Are You Covered?
Have you ever wondered: “Do I still need life insurance...
20 Aug
The 2025 Guide to Tax-Loss Harvesting: What the Ultra-Wealthy Are Doing Differently?
“Selling losers reduces your tax bill.” That’s the line most...
20 Aug
What Is a Fixed Index Annuity and Why Are Retirees Talking About It?
If you’re nearing retirement and wondering how to protect your...