3 Ways Your Advisor Can Help You This Tax Season

As we enter this tax season, you may realize that your situation has changed. Maybe you were affected by the CARES Act, COVID, or went through a life change such as retirement, or became empty nesters. All of these things can affect how you file our taxes and now is the time to consider them. [...]

By |2021-02-22T01:13:43+00:00February 22nd, 2021|Financial Planning, Taxes|0 Comments

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 plans of action. Recently, the Federal Reserve’s statements regarding interest rates and inflation, as well as the GameStop stock frenzy, may have you wondering how to respond. [...]

By |2021-02-16T18:50:04+00:00February 15th, 2021|Economy, Retirement Planning, Stock Market|0 Comments

3 Reasons to Love Aging This Valentine’s Day

This Valentine's Day, you may see many commercials for jewelry, flowers, and nice dinners geared towards a younger crowd. Older Americans are underrepresented in media, despite holding a significant amount of wealth and buying power. And although you might not see yourself represented in traditional Valentine's Day advertising, you probably celebrate in some way. Whether [...]

By |2021-02-13T02:33:59+00:00February 13th, 2021|Lifestyle|0 Comments

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 many years, and it will undoubtedly have a major effect on how many Americans approach retirement and estate planning. It had several aims, from making it easier [...]

By |2021-02-08T04:15:51+00:00February 8th, 2021|Retirement Planning|0 Comments

You Don’t Have to Downsize to Declutter

If your nest isn’t as full as it once was, or you have more time on your hands in retirement, consider decluttering. Even if downsizing in the near future isn’t part of your desired retirement lifestyle, having less clutter in your living space and better organizing the remaining stuff can help make a world of [...]

By |2021-02-05T22:10:06+00:00February 5th, 2021|Lifestyle|0 Comments

Concerned About Taxes On Your Retirement Account?

You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be significant, between investment income, rental properties, pensions, Social Security, and retirement account withdrawals. Starting at age 72, you likely [...]

By |2021-02-01T01:23:20+00:00February 1st, 2021|Retirement Planning, Taxes|0 Comments
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