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Tax Optimization

Ask Tim: Trust Trouble, 401(k) Timing, and Keeping Retirement Decisions Clear

May 20, 2026 4:47:13 PM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®
Retirement Planning Estate & Legacy

Ask Tim: Early Retirement and Liquidity Crunch Incoming!

Apr 28, 2026 8:30:00 AM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®
Retirement Planning

Ask Tim: Paying Off the Mortgage Before Retirement?

Feb 25, 2026 3:41:22 PM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®
Retirement Planning

Ask Tim: My Kid Might Get Paid to Play College Football… and I’m Afraid We’re About to Screw This Up

Feb 18, 2026 10:15:49 AM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®
Retirement Planning

Ask Tim: My Mom Started “RMDs” at 64 and I Think Someone Screwed Up

Feb 10, 2026 1:28:31 PM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®