John Coyle - Cash Flow Strategist

As we reach the end of the year, and you consider selling any assets, it is important to understand what is the adjusted basis, in order to calculate your actual gain or loss.

What Is Adjusted Basis? thebalance.com

Tax-Deferred does not mean Tax-Free. So while an IRA/401k contribution gives you a deduction now…be sure to consider what the future tax liability on the amount will be. Sometimes it is best to "pay now" and sometimes it is best to "pay later".

Traditional IRA or Roth IRA - How to Determine Which Is Best thebalance.com

Retirement means something different to everyone and we can help find a way to make it a reality. View this Living Confidently experience to learn more.

Your Retirement Reality livingconfidently.com

Your retirement strategy can include whole life insurance. Consider the benefits it may offer you by viewing this helpful infographic.

Whole Life Can be an Essential Part of Your Retirement Strategy - livingconfidently.com livingconfidently.com

The topic of health care is important. Pre-retirees increasingly cite the cost of health care as their top financial concern for retirement. Read this article to learn more.

Estimating Health Care and Medicare Costs in Retirement livingconfidently.com