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727-223-8454
727-223-8454
Dolphin Financial Group
  • Home
  • About
    • About Dolphin Financial Group
    • Dan Wendol
    • FAQs
  • Services
    • All Services
    • Income Planning
    • Insurance Planning
    • Financial Planning
    • Investment Management
    • Longevity Planning
    • Social Security Maximization
    • Tax Planning
    • Legacy Planning
    • Investment Risk Assessment
  • Process & Pricing
  • Videos
    • Free Finance Education Videos
    • Annuities
    • Fun Finances
    • Health Insurance
    • Investing
    • Life Insurance
    • Estate Legal Planning
    • Long-Term Care Planning
    • Real Estate Finance
    • Retirement Income
    • Retirement Lifestyle
    • Retirement Planning
    • Social Security
    • Tax Planning
  • Blog
  • Contact
  • Login

Category: Tax Planning

Explore our retirement finance blog by category.

Student Loan Crisis Tips & Strategies

Executive Summary: The student loan situation has reached crisis levels. It has become a 2020 campaign issue. In this show

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Intermittent Spending – Mindfulness With Money

Intermittent Spending: the act of positively changing our spending habits by abstaining from spending during a specific timeframe. If you

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Why The Stimulus Is Bad For Retirees

Summary: Should retirees have received a stimulus check? Is is going to hurt them in the long run? In this

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RMD rules have changed

New Rules On Required Minimum Distributions (RMDs)

Summary: The SECURE Act was signed by the President on December 20, of 2019. This law has several major changes

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Knowing tax brackets can help avoid capital gains tax

How To Avoid Taxes On Capital Gains

Summary: Capital gains are a good thing. You made a profit on an investment. However, the IRS wants to tax

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Roth Conversions increasing after SECURE Act

Should I Do A Roth Conversion? Impact Of The SECURE Act.

Summary: With the passage of the SECURE Act and the changes to IRA rules, discussion on Roth conversions is heating

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Retirement Strategies under the CARES Act

CARES Act Retirement Strategies

Summary: The Coronavirus Aid, Relief, & Economic Security Act (CARES) has some parts that impact our retirement system. In this

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