Path to Success

As you may have noticed, there are a lot of factors to consider when preparing for retirement, and no shortage of ways to get there. So, how do you know which approach to take? For starters, we believe it's best to work with professionals who have experience helping people retire every single day. Based in the Houston area, the Wehrly Group prides itself on being a one-stop shop for retirees and pre-retirees, offering guidance on a wide range of financial strategies, including taxes. While many financial professionals aren't licensed to talk about this critical topic, our CEO, Patrick Wehrly, is an enrolled agent admitted to prepare tax returns, and our firm's president, Daniel Martin, holds the Certified Tax Professional designation, allowing them to help clients retire in a tax-efficient manner. Over the years, you've likely accumulated a significant amount of savings between your investments, 401(k), and other financial vehicles, but the order you withdraw and use that hard-earned money can have significant tax implications. In Path to Success, Patrick and Daniel talk about some of the strategies they use to minimize retirees' taxes, along with other timely financial topics, including: - What you can do to account for longer lifespans - Ways to take Social Security and required minimum distributions as efficiently as possible - Potential risks that could pose problems for your retirement nest egg - And more! With so much to consider, sometimes the journey to retirement can feel overwhelming, but as the saying goes, "If you fail to plan, then youare planning to fail." So let's get started and put your finances on a Path to Success!