In this issue:

• Vacation and a parade
• The 4% rule
• End of year tax planning

In this issue:

• Anniversary and a rodeo
• Portfolio diversification
• Tax planning podcasts

In this issue:

• A wedding and tax talk
• Possible tax increases
• Planning opportunities for the possible tax increases

In this issue:

• Rocks and pumpkin spice
• The "percent of AUM" fee
• Tax-efficient charitable giving

In this issue:

• Myrtle Beach and the RRC
• Retirement planning basics
• Roth conversions

In this issue:

• Flamingos and the RRC
• SECURE Act 2.0
• Understanding bonds

In this issue:

• Texas y'all!
• States that tax Social Security
• How gifts are taxed

In this issue:

• Rock Retirement Club and the new office
• What to do with employer savings plan after retiring
• Taxes on rental properties

In this issue:

• New office location
• Catching up on a retirement savings shortfall
• Net Investment Income Tax

In this issue:

• Spring is here!
• State tax-friendliness
• Interval funds

In this issue:

• Tax return season
• 20 steps to prepare for retirement
• Tax return checklist

In this issue:

• Welcome 2021
• New Coronavirus stimulus
• Beginning of year tips