March 21st, 2018

Tax Efficient Retirement Planning

Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at ordinary income tax rates.  If you have saved and invested well, you may end up retiring at your … Continue reading “Tax Efficient Retirement Planning”

March 12th, 2018

Target Date Funds

Advice for the Middle Class Millionaire Clark shares his thoughts on target date funds. 

November 27th, 2017

IT’S BETTER TO GIVE: TIPS FOR MAKING THE MOST OF CHARITABLE GIFTING

The holiday season is a few short weeks away and now is the time for Middle Class Millionaires to begin thinking about their charitable giving for the year. Armed with a few simple strategies, you can give more regardless of the status of the financial markets. Of course, the main reason for your charitable giving … Continue reading “IT’S BETTER TO GIVE: TIPS FOR MAKING THE MOST OF CHARITABLE GIFTING”