I’m writing this just a few feet from the beach – from the comfort our little self-converted recreational vehicle (RV). This is roughly our seventh …
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A Financial Planning Blog
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, author and speaker. He has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine.
As Seen In:
Being interviewed by Hannah Moore, CFP®
Talking Bitcoin on Roundhouse Radio 98.3
The Cruel Math of Inflation on Stagnant Wage Growth for Late-Stage Earners
By Jon Luskin
I've come across two distinct clients recently who were experiencing identical issues. Both clients were single women on the cusp of retirement. And, …
[Read More...] about The Cruel Math of Inflation on Stagnant Wage Growth for Late-Stage EarnersCase Study: Account Distribution Hierarchy for Mortgage Paydown in Retirement
By Jon Luskin
Imagine a retired client. Being 68 years old, he's managed to save a bit of money over his lifetime. Whatsmore, that money is spread across different …
[Read More...] about Case Study: Account Distribution Hierarchy for Mortgage Paydown in RetirementHow to Save on Taxes
By Jon Luskin
No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill. …
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