By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC, TPCP® Retirement doesn’t come with a single tax problem; it comes with a series of them, each arriving at a different stage, each requiring a different answer. Over the years, I’ve worked with couples across Dallas who are navigating these exact decisions. And what I’ve found is that… Continue reading 3 Couples, 3 Stages, 1 Goal: A Tax-Smart Retirement
Before you file your taxes—pause. These 6 questions could uncover missed savings and help you avoid costly surprises.
Top financial mistakes by newly single women. Joe Dowdall is a fee-only fiduciary financial advisor at Worth Asset Management in Dallas, TX.
Divorce transforms every facet of your life, including your financial plan. Let’s talk about financial planning for your next chapter.
Complete post-divorce checklist covering finances, insurance, taxes, and estate planning. Get expert guidance for your financial fresh start after divorce.
Complete financial checklist for widows & widowers covering immediate tasks, benefits, estate planning, and long-term financial planning after a spouse’s death.
Elder financial abuse is a growing problem, often committed by those closest to us. My latest article provides the defense strategies you need to protect yourself and your financial future.
Choosing a financial advisor is one of the most important decisions you’ll make for your future. But how do you know if you’re making the right choice?
Don’t let RMDs become a tax trap! Learn smart strategies to lower your taxes on RMDs and keep more of your hard-earned retirement savings.
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Retirement planning can often feel like a moving target. You’ve worked hard, saved diligently, and now the big question hits: What’s next? That’s where Steve (age 62) and Jenna (age 66)1 found themselves. After decades of building a career, Steve was suddenly laid off. His severance package was… Continue reading A Retirement Planning Case Study
