Bruce LarsenOct 13, 20222 minInflation Help from Social SecurityWhile inflation is challenging for everyone, those receiving Social Security benefits will be given some relief next year. The 2023 Cost...
Bruce LarsenNov 13, 20213 minBad Tax Advice Ruins CredibilityMany firms instruct their advisors not to give tax advice. While a few advisors strictly adhere to this policy many give advice if they...
Bruce LarsenNov 9, 20213 minInflation is Catching Up to Social SecurityWhen helping clients plan their Social Security benefits we used to be able to tell them that, if the only income they receive in...
Bruce LarsenNov 7, 20212 minThe Build Back Better Act or the Tax Cut for the Wealthy ActThe costliest part of the Build Back Better Act is a $475 billion tax cut, with $400 billion of that going to the top earning 5% of...
Bruce LarsenNov 6, 20212 minTax on Capital GainsThe following question was submitted on my contact page: "Me and my wife are retired. Our financial advisor is recommending we sell a...
Bruce LarsenOct 31, 20212 minCan a Financial Advisor give Tax Advice?The short answer is, "Of course they can". There is nothing in the regulations that prohibit a financial advisor from giving tax advice -...
Bruce LarsenOct 30, 20212 minSocial Security and Tax PlanningMost advisors who work with retirees, or soon to be retirees, do some sort of Social Security planning. Your goal is to get the most out...