Taxes & Tax Planning

Plan for the Tax Rates of the Future Lionsgate Advisors

Plan for the Tax Rates of the Future

August 30, 2021
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Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This is why it’s […]

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How a Financial Advisor Can Help You Pursue Tax-Smart Strategies

August 9, 2021
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They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden before and in retirement. An advantage of going to one professional for all of your financial planning needs is that […]

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Lionsgate Advisors Useful Guides

Retirement Has Changed – Have Your Plans?

July 11, 2021
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People are retiring differently today than in the past – just think, will you retire exactly like your parents did? Probably not. Retirement is no longer about the end of a career; it’s about the beginning of a new, often quite active phase of life that could last decades. And while this is something to […]

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4 Major Retirement Challenges to Overcome

June 21, 2021
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Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you may be looking forward to traveling, working on your golf game, or retiring early to enjoy more free time, you first have to overcome some major […]

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Don’t Forget About These Big Retirement Expenses

April 19, 2021
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The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to upgrade their lifestyle in retirement or maintain their current lifestyle. In fact, a recent study shows that about one in three retirees actually spent more than they expected they would when they […]

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