facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Open Window's Insight Articles


Applying science and good sense to organize order from chaos


Click here to be notified of new Insight Articles

   

Are You Getting Killed On Taxes? Myths & Tips Thumbnail

Are You Getting Killed On Taxes? Myths & Tips

A tax-focused understanding of your finances is a crucial component of preserving and growing wealth. With tax rates set to rise in 2026, a tax-focused financial strategy is now even more crucial, regardless of your age or income-level. Here are a few tips to get around the myths we see tripping up high-earners and good savers.

Read More
What to Know - Social Security & Medicare IRMAA Thumbnail

What to Know - Social Security & Medicare IRMAA

Were you surprised to receive a Medicare IRMAA letter from the Social Security Administration? You're not alone! Beware that certain income levels can increase your 2023-year Medicare premium by 47%, 119%, 191%, 262%, or 286%. And yet, some people might still pursue a higher premium and be glad they did!

Read More
Tax Planning in Turbulent Times Thumbnail

Tax Planning in Turbulent Times

There are three certainties in life: death, taxes, and change. Here is an in-depth review of the tools and techniques we use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).

Read More
Roth Conversions: What You Need to Know Thumbnail

Roth Conversions: What You Need to Know

While you may have chosen to save using a traditional retirement account, you have the option to switch to a tax-free retirement account at any time. This switch is called a Roth conversion. Who should consider a switch, and who should stay away? We've got your biggest questions answered.

Read More