by Kevin | Feb 8, 2021 | Retirement Planning
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...
by Kevin | Feb 5, 2021 | Lifestyle
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...
by Kevin | Feb 1, 2021 | Retirement Planning, Taxes
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...
by Kevin | Jan 29, 2021 | Lifestyle
At almost 95 years old, Queen Elizabeth II works a full week and carries out more public engagements than many of the younger royals.[1] How does she maintain her energy in her old age and manage to accomplish so much? Being royalty doesn’t make you super-human, but...
by Kevin | Jan 25, 2021 | Taxes
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 coming. President Biden and Vice President Harris proposed several tax-increasing measures on the...
