Interested in maximizing your retirement income? Want to grow your assets? How about optimizing your tax planning? Need protection in case of a healthcare catastrophe? If you answered “Yes” to any of these questions, seeking out a financial advisor is a great way to achieve your goals. However, as with all fiscal decisions, deciding who …
Continue reading “Why You Want a Fiduciary as a Financial Advisor”
Tax season is off and running! For some, filing taxes is as simple as hunkering down in front of the computer with do-it yourself tax software. For most others, the process can quickly become complicated: Did you buy or sell a home? Did your mother-in-law move in? Did you begin taking RMDs? Do you have …
Continue reading “The Dos and Don’ts of Choosing a Tax Preparer”
The new year is here, but we aren’t leaving 2022 behind just yet! It’s time to brace ourselves for the 2022 tax season. According to a survey from the Pew Research Center, over half of Americans dislike filing their taxes. Could such distaste be due to the ever-changing rules and regulations? The copious amounts of …
Can you believe that 2023 is just weeks away? While it may be wise to take care of some year-end financial tasks if you haven’t already, now is also the time to start considering the future. This is where the tried-and-true new year’s resolution comes into play! It can be tempting to make lofty goals …
Continue reading “Resolving to Get Financially Smart in 2023? Here’s How”
The COVID-19 pandemic threw a sharp curveball in the trajectories of countless lives, the aging workforce being no exception. From those who resigned from their positions out of health concerns to those who took their employers up on early retirement offers, many Americans suddenly exited their careers, assuming that chapter of their life had drawn …
Continue reading “Retiring from Retirement: Reentering the Workforce in 2022”
Grandparents Day is a day which celebrates the love and support given by grandparents to their grandchildren. The wisest man in the world King Solomon once wrote, “a good person leaves an inheritance to his/her children’s children”. Many hear the word inheritance and think it’s about leaving a nest egg. Another type of inheritance may …
Continue reading “Grandparents to Grandchildren: Leaving a Legacy”
Retirement is the time to reinvent yourself. After years of managing the everyday hectic nature of working full time, retirement offers a refreshing change in lifestyle. Suddenly, your reality is that your days are now days and not work days. With this comes a challenge as well as a new opportunity to grow. All your …
Continue reading “7 Unconventional Ways to Spend Time in Your Retirement”
Anyone approaching age 72 or older, with a qualified retirement plan, needs to know about RMDs. An RMD is a Required Minimum Distribution, a forced withdrawal from a qualified retirement account with funds that have never been taxed. Examples of these accounts include IRAs, 401(k)s, 403(b)s, or SEP IRAs. RMDs were subject to different rules …
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September is Life Insurance Awareness Month and while we push onward through this pandemic, the year has left many families without loved ones; loved ones who may or may not have prepared a financial back-up plan including life insurance to protect themselves and their family. Read more to find out which plans can provide tax-free …
Many of us haven’t been able to see our family members this summer due to Covid-19. For now, family get-togethers and vacations have been put on hold, but there are still ways for us to connect and be there for each other. 2020 has given all of us more time to think about our past, …
Continue reading “Leaving a Legacy: The Human Side of Estate Planning”
With the pandemic well underway, you may be taking a second look at your retirement plan. Will you have enough income to retire? Can you afford your taxes? What about healthcare? Have you reviewed your estate plan? More and more questions may be surfacing as the world changes around us. To help navigate through this …
Continue reading “6 Ways to Evaluate Your Retirement Plan During The Pandemic”
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