After the Paycheck

Exploring a wide range of topics aimed at helping people to and through their retirement.

Subscribe For Updates on New Posts & Episodes

Exploring a wide range of topics aimed at helping people to and through their retirement.

Will You Receive A Step-Up In Basis For An Inherited Property?

In most cases, there is a step-up in basis when property is transferred from a decedent.

But, there ARE a few exceptions and some...

Tags: Useful Worksheets

Are You Subject To Behavioral Bias Regarding An Asset You Own?

Many of the motivations to sell an asset are rooted in some kind of behavioral bias.

Tags: Useful Worksheets

Will You Have To Pay Tax On The Sale Of Your Investment? (Flow Chart)

Determining the tax impact of selling an investment can be complicated.

Tags: Useful Worksheets

Should You Consider A Roth Conversion? (Flow Chart)

Avoid paying unnecessary taxes in your retirement accounts.

Tags: Useful Worksheets

Monthly Budget Worksheet

Sitting down with a professional and following this simple budget plan could be the most important thing you do all year.

Tags: Useful Worksheets

Family Organizer Kit

In today’s world, our lives are constantly evolving from one phase to the next — a new job, buying a house, getting married,...

Tags: Useful Worksheets

Will You Face an Income Gap in Retirement?

Not all retirement expenses are created equally. As you prepare for retirement, it is important to understand there are generally...

Tags: Useful Worksheets

New call-to-action

Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat. Fill out the form below or request a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.