Tom King CFP®, CLU®, AEP® is Registered Principal of King Financial Partners (222 Blue Course Drive, State College, PA). King Financial is a team of credentialed professionals specializing in retirement, investment management, wealth transfer, and estate planning. Tom can be reached at Tom@goKFP.com or (814) 234-3300.
Switching your mindset is one of the most challenging things about getting ready for retirement. You’ll no longer be getting a salary. You’ll be living off the money you’ve spent […]
When planning for retirement, it has long been known that taxation is one of many associated mazes. Like the labyrinth of legend, tax law constantly changes with time and often […]
No matter how organized you are, things don’t always go as planned when preparing for retirement. The truth is most people have to retire earlier than they had envisioned due […]
Cost basis (n.): The original value of an asset used for tax purposes, adjusted for corporate actions, distributions, wash sale rules and income reallocation. Seems straightforward, doesn’t it? But this […]
After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield […]