At Porti Tax and Financial Group, we believe our commitment to educating our clients is one aspect of our offerings that sets us apart. The following article on tax-deferred retirement plans is partially excerpted from The Power of Zero, by David McKnight, and we hope you’ll find it eye-opening as

As you begin your retirement planning journey, one important element to focus on is Social Security. Navigating the complexities of Social Security benefits requires careful thought, as there’s no universal strategy that works for everyone. You have options, and you’ll need to think about when to claim and use specific

We often notice inflation in our daily expenses, like groceries or gas, but its effects reach much further. In fact, they can significantly impact our financial future, especially in retirement. Planning for retirement involves many moving parts, and inflation is a key factor that can quietly undermine your financial stability.

The following article shares content related to achieving the 0% tax bracket and best uses of your taxable bucket and it is excerpted in part from The Power of Zero, by David McKnight. We share it with you because we firmly believe in the power of financial education, and many

In the ever-evolving world of personal financial planning, change is the only constant. This is especially true when it comes to taxes, which can greatly affect how you approach your retirement tax planning. As tax laws are updated and revised, it’s crucial to understand how these changes might influence your

At Porti Tax and Financial Group, our commitment to educating our clients sets us apart. The following content on your potential retirement tax burden is partially excerpted from The Power of Zero, by David McKnight, and we hope you find it intriguing as you plan for your retirement years. The