Are You Close to An Important Birthday?
When we think about important birthdays, we think of 18 and 21, but what about 59 ½ or 72? Just because you’re older doesn’t mean you don’t have [...]
Are You Planning to Work Longer or in Retirement? Know These Four Rules
Retirement isn’t what it used to be. It's typically longer and more active, doesn’t start at the same age for everyone, and could involve paid work. Not everyone's [...]
3 Reasons Your Tax Burden Could Actually Increase In Retirement
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Between retirement account distributions, Social Security benefits, [...]
3 Ways Your Advisor Can Help You This Tax Season
As we enter this tax season, we may realize that our situation has changed. Maybe we were affected by the CARES Act, COVID, or went through a life [...]
3 Recent Events That Could Show the Future of Your Finances
Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their [...]
3 Ways the SECURE Act Could Affect Your Retirement
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) recently had its one-year anniversary. It was the biggest piece of retirement legislation to be passed in [...]
3 Reasons to Review Your Tax Strategy
Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be [...]
3 Retirement Challenges You Can Plan For
No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan [...]
What’s In Store For Us in 2021?
We’re all looking forward to the new year more than usual. Even though COVID remains in 2021, the changing of the calendar can bring about a new mindset [...]