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Implementing Advice Based on “A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse – Written by Byrke Sestok, CFP®

“A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse was published in the March 2021 issue of the Journal of Financial Planning, and

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February 15, 2022

People in this age group don’t mind marrying someone with debt

Marketwatch By Alessandra Malito Published: Aug 17, 2017 People in this age group don’t mind marrying someone with debt With student debt so high, it’s

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December 12, 2020

Why Everyone Needs an Estate Plan

Kiplinger By Miriam Cross Published: August 30,2018 I’m unmarried and childless, so I didn’t see the point in having a will until last year, when

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December 12, 2020

The House passed a bill that would allow more annuities in 401(k) plans — is that actually a good thing?

MarketWatch By Alessandra Malito Published June 3, 2019 Defined benefit pensions, which are not as common in the private workforce anymore, were similar to an

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June 3, 2019

How to Break Free of Debt Without Paying a Price Later

Nerdwallet By Amrita Jayakumar Published May 10, 2019 Two strategies to pay off debt include the debt snowball and debt avalanche. With snowball, you pay

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May 10, 2019

10 Tough Conversations You Need to Have Before You Retire

GOBankingRates.com By CameronHuddleston Published May 3, 2019 Talk to an Advisor About Whether You Can Afford to Retire Before you retire, you need to figure

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May 3, 2019

A Good Financial Checkup Starts with the Right Questions

Life and Money by Citi By Kate Ashford Published January 17, 2019 Do I have enough insurance? (And the right kinds?) Many people under 40

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January 17, 2019

Why Waiting to Refinance Could Cost You Big

Lendingtree By Casey Hines Published: November 26, 2018 If your credit score has jumped since you took out your mortgage, you may want to see

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November 26, 2018
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We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ certification. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, Rightirement Wealth Partners, and RWP Capital are separate entities from LPL Financial.

Advisors Associated with Independent Advisor Alliance may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and Investment Advisor Representatives of Independent Advisor Alliance; or (2) solely investment advisor representatives of Independent Advisor Alliance, and not affiliated with LPL Financial. Investment advice offered through Independent Advisor Alliance, and not affiliated with LPL Financial.

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