Wealth Management News & Updates

The Million Dollar TSP
Financial Planning, Financial Life Planning, Tax Planning, Retirement Income Plan, Estate Planning Kate Cote Financial Planning, Financial Life Planning, Tax Planning, Retirement Income Plan, Estate Planning Kate Cote

The Million Dollar TSP

Are you approaching or reached a million dollars in your employer retirement account?  Congratulations!  More than likely, your retirement goal is now funded.  If the entire account is allocated to pretax retirement savings, it’s time to speak with an advisor to do some tax planning.  There are several strategies that can be utilized to reduce the income taxes you will pay over your lifetime. 

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Ready To Live Your Best Life In 2025? 
Financial Planning, Financial Life Planning, Purpose Driven Investment Management Kate Cote Financial Planning, Financial Life Planning, Purpose Driven Investment Management Kate Cote

Ready To Live Your Best Life In 2025? 

Why are we afraid to make changes in our lives that will enable us to do what we really want? Perhaps, we think we can put off doing something for the future.  Or maybe we think there is no way to do it financially.  Life is short and unpredictable.  You are as good today mentally and physically as you will ever be, so make the most of it! 

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