How Will You Create a New Life In Retirement?

Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions from having a job can lead to a difficult transition. During the past year, many have realized that never going into the office has drawbacks, even if being home a bit more is nice. [...]

By |2021-04-30T19:56:25+00:00April 30th, 2021|Lifestyle, Retirement|0 Comments

Is It Time to Spring Clean Your Financial House?

If you spring clean your house, why not take some time to spring clean your finances too? If you have a 401(k), IRA, or other retirement account, this is especially important. Managing this area of your finances isn’t a ‘set it and forget it’ activity. Here’s how you can see if you need to take [...]

By |2021-04-26T01:52:43+00:00April 26th, 2021|Financial Planning|0 Comments

Have You Solved Your Retirement Puzzle?

Have you ever been totally stumped by a puzzle or brain-teaser? Maybe that’s why we’re impressed by people who can solve a Rubix Cube in seconds, or finish a thousand-piece jigsaw puzzle, or do the Sunday crossword puzzle in pen. But, if you talk to a lifelong puzzle master, they’ll tell you there’s no magic [...]

By |2021-04-23T10:42:39+00:00April 23rd, 2021|Retirement Planning|0 Comments

Don’t Forget About These Big Retirement Expenses

The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to upgrade their lifestyle in retirement or maintain their current lifestyle. In fact, a recent study shows that about one in three retirees actually spent more than they expected they would when they [...]

By |2021-09-09T22:25:08+00:00April 19th, 2021|Financial Planning, Retirement Planning|0 Comments

Win the Retirement Lottery Without Winning the Lottery

There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars, and in many cases, enough money to last an average family for generations. When these stories come to light, people often make comments about how [...]

By |2021-04-16T17:55:35+00:00April 16th, 2021|Financial Planning, Retirement Planning|0 Comments

More Time to File Taxes and Review Your Retirement Plan

Tax season is the perfect time to take stock of your overall finances and how they may have changed in the last year. And luckily for you, tax season is extended until May 17th this year, so you have even more time to do that! As you go through important documents, make sure to review [...]

By |2021-04-12T20:00:52+00:00April 12th, 2021|Financial Planning, Retirement Planning, Taxes|0 Comments

Watch Out for Scams During Tax Season

Return prepare fraud can be very common during tax season[1] and scammers tend to target older adults. Digitization has made tax preparation easier but has also opened up a whole new world of criminal activity. While there’s not much we can do to stop these threats entirely, there are certainly ways that we can all [...]

By |2021-04-09T17:41:38+00:00April 9th, 2021|Fraud Protection, Taxes|0 Comments

4 Types of Retirement Income and How They’re Taxed

Taxes don’t stop when you stop receiving a paycheck. If you have multiple sources of income in retirement, your tax burden could be substantial. By understanding how different types of income are taxed, you can develop income planning strategies that work to lower your taxes throughout retirement. Start with these 4 types of retirement income [...]

By |2021-04-05T13:17:08+00:00April 5th, 2021|Financial Planning, Retirement Income, Taxes|0 Comments
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