Posts tagged Retirement

A tax strategy known as Net Unrealized Appreciation (NUA) can be an effective way to reduce tax liability.

Empoyer Stock Compensatio, Retirement Planning, Tax PlanningPhillip R. ChristensonNovember 10, 2021Phillip James Financialcompany stock, appreciation, Retirement, tax planning

Social Security Benefits - Calculating the Full Cost Retiring Early

Early retirement is a goal for many Americans but accessing Social Security prematurely can cost retirees thousands of dollars annually. There are some important reasons to consider waiting until you are 67 or older before tapping into your Social Security benefits, even if you plan to stop working and retire well before then.

Fee-Only Financial Advice, Financial Planning, Social SecurityPhillip R. ChristensonAugust 18, 2020Phillip James FinancialSocial Security, Retirement, Fiduciary Advisor Near Me, Help with Investments, Financial Planning Minnesota