The Pandemic Won’t Be the Last Retirement Challenge You’ll Face

The pandemic has been hard on Americans nearing and in retirement, but there are likely other obstacles coming. Increased government spending on COVID relief plus strain on our healthcare system could mean we’ll see higher taxes, inflation, and healthcare costs in the future. It’s crucial to have a comprehensive retirement plan for the future because [...]

By |2021-03-29T01:00:50+00:00March 29th, 2021|Economy, Retirement Planning|0 Comments

Handle Life’s Busy Seasons Like An Accountant During Tax Season

Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes when we’re used to a routine, extra work or activity can throw us off because we don't know how to [...]

By |2021-03-26T20:07:15+00:00March 26th, 2021|Lifestyle, Psychology|0 Comments

5 Things to Know About COVID and Your Taxes

We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect you this tax season. In April 2020, the CARES Act (Coronavirus aid, Relief, and Economic Security Aid) provided relief to individual Americans and businesses and temporarily altered some parts of the tax code. [...]

By |2021-03-22T19:58:25+00:00March 22nd, 2021|Taxes|0 Comments

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 more milestones to hit. Starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications for your retirement. Are you close to [...]

By |2021-03-15T14:15:04+00:00March 15th, 2021|Financial Planning, Retirement Planning|0 Comments

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 retirement will look the same, and it doesn't have to. Maybe you’ll transition to part-time before fully retiring, or maybe you're looking forward to a second career [...]

By |2021-03-07T21:05:16+00:00March 7th, 2021|Financial Planning, Lifestyle, Retirement|0 Comments

Protect Your Retirement Savings From Cyber Threats

If there's a fraudulent charge on your credit card, there is recourse – but what about your 401(k)? Cyber fraud is becoming more common, and plan sponsors don't guarantee reimbursements. It's important to take steps to protect your information and account from cybersecurity threats now more than ever. Here are three steps you can take [...]

By |2021-03-05T16:23:41+00:00March 5th, 2021|Cyber Security, Fraud Protection|0 Comments

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, and investments, you may have reasons to review your tax strategy in retirement. We may be experiencing relatively low taxes right now, but the recent change in [...]

By |2021-03-01T12:56:13+00:00March 1st, 2021|Taxes|0 Comments
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