New Insights
Timely perspective on retirement, taxes and legacy.
Short, practical articles from Nancy J. Hite, CFP®, Fiduciary (AIF®), CLU®, ChFC®, CWS® — on smart investing, reducing risk, planning for and creating a retirement income, Social Security timing, reducing current and future taxes, and planning for the people and causes you love.
Nancy’s first insights are on the way.
In the meantime, bring your questions to a 20-minute Clarity Call.
Why Waiting to Claim Social Security Can Pay You for Life
Claiming at 62 can feel like taking money off the table. But for many people, the bigger reward comes from waiting — and the benefit lasts as long as you do.
What It Means to Work With a Fiduciary
Not every financial professional is required to put your interests first. Here is what the word “fiduciary” really means — and the questions worth asking any advisor.
Pay the Taxes on the Seeds, Not on the Harvest™
Most retirement accounts are tax-deferred, not tax-free. Would you rather pay taxes on the money going in — or on the much larger amount coming out?