Perfect Weather in the Abacos

Since my last post we have experienced the longest stretch of good weather we have ever experienced in the winter months. The month of February has been almost all sunshine and warm weather. Unfortunately, I spent the first 10 days in Maryland taking care of some personal business where the temperature was 13 degrees Fahrenheit […]

Retirement Tax Diversification

After my last blog post, I received a couple of questions concerning the concept of tax diversification. In this post I will discuss this topic as it relates to one of the biggest tax mistakes many future retirees make in their financial planning. It is known as “The Deferral Trap.”