May 2022
Three Unexpected Taxes in Retirement
When we think of major retirement expenses, we often consider housing, healthcare, and that trip of a lifetime we’ve been dreaming about for years. But, we often fail to consider [...]
The Retirement Rules Could Change Soon – Have a Response
If you have a financial plan in place, you may think you’re set. However, the rules of retirement are always subject to change. We’ve seen new retirement legislation in the [...]
April 2022
The History and the Future of Money
We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The [...]
3 Major Retirement Expenses to Include in Your Budget
General retirement planning advice says that you’ll need about 80% of your pre-retirement income in retirement, but this may not be the case for everyone. Inflation, taxes, and long-term care [...]
Rising Interest Rates and High Inflation – How Will You Respond?
The Federal Reserve voted to raise interest rates for the first time since 2018 and has several more rate hikes planned for this year.[1] Rising interest rates can have significant [...]
3 Important Tax Questions to Answer This Year
As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to [...]
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