“Is a one-time financial plan enough to get me through retirement?” It’s one of the most common questions I hear from people who want to enjoy retirement without worrying about running out of money. My new article explains when a one-time plan works well and why most retirees need someone reviewing their taxes every year.
You give to the same causes every year, and you’ve probably done it the same way every year. The 2026 tax rules changed how those gifts get deducted, and for some retirees the check they’ve always written now does less for them than it used to. Here are three ways to give the same amount and potentially keep more of your money.
You’ve spent the past decades refining your retirement savings strategy. But in many cases, how you withdraw money matters just as much as what you saved. This new article explores tax-savvy withdrawal strategies to help you keep more of your money.
The hardest part of discussing finances with aging parents is just starting the conversation. Delaying these vital talks until a crisis hits leaves families navigating complex systems under extreme stress. My latest article shares thoughtful ways to handle these challenging conversations.
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.
