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“9 Tax-Saving Strategies for Year-End 2023: Advisors' Advice” Jake was recently asked to provide insight into different
tax-saving strategies that advisors should be looking at to end the year. He
mentioned that individuals that are starting to receive higher income and are
being pushed into higher tax brackets can benefit by repositioning into
municipal bonds in taxable accounts. “The Growing Multifactor Authentication Imperative” As we continue to move forward into a digital future, cybersecurity
is becoming more and more important. This article discusses the increasing
importance of Multi-Factor Authentication (MFA), its different forms, and how
it is being used to provide added security to businesses and clients. “Supernerds Unite Against Dave Ramsey’s 8% Safe Withdrawal Rate Guidance” Dave Ramsey was in the news this month for saying that the
4% rule is far too conservative, and he recommends an 8% safe withdrawal rate. This
stirred up a lot of drama with the finance ‘supernerds’. Some of Ramsey’s
claims and assumptions are far too aggressive, but he also ignores the dangers
of sequence of returns risk. This article goes over some of the nerdy math, but
beware, it is nerdy.
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