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Taxes & Tax Strategies

4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. It’s a busy time of […]

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Financial Planning Lifestyle Retirement Income Planning Retirement Planning

Is Your Mindset Right for an Amazing Retirement?

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Retirement Income Planning

3 Things to Know If You Don’t Want to Leave Your Retirement Income to Chance

If you’re nearing the end of a long career or have recently retired, you know something about what it takes to be successful. Luck can help, but hard work and […]

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Charitable Giving Financial Planning

Time to Give Thanks: Charitable Giving Before the Year’s End

You’re probably looking forward to Thanksgiving, even if it looks a bit different this year or you’re not a big fan of turkey. Whatever your Thanksgiving is like this year, […]

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Financial Planning Healthcare

How Much Could Long-Term Care Cost You?

If you have elderly parents or know someone who does, you already know that there are many hard decisions to make when it comes to long-term care, especially during the […]

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Financial Planning Lifestyle Retirement Income Planning Retirement Planning

Retirement: It All Starts with a Budget

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Retirement Planning

What’s In Store for Retirement Accounts in 2021?

  In 2020, we saw the new SECURE Act legislation come about in response to the changing needs of America’s retirees. In 2021, we will likely see some increased retirement […]

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Retirement Planning

4 Questions That Keep Most Pre-Retirees Awake at Night

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Financial Planning

4 Ways to Prepare No Matter What the Future Brings

Nobody has a crystal ball to tell us exactly what the future holds, but don’t let uncertainty be the reason you’re unprepared for retirement.  As someone who has worked hard […]

Categories
Financial Planning Social Security Taxes & Tax Strategies

How Will Social Security Benefits and Taxes Change Next Year?

The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and a tax increase. While it’s very unlikely […]

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Retirement Planning

The 3 Biggest Concerns You Could Face In Retirement

When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy […]

Categories
Lifestyle

4 Fun and Affordable Retirement Activities

Entering retirement can mean a dramatic shift in lifestyle, but luckily there is plenty of time for new or old hobbies. Remember, you’re not just retiring from something, you’re retiring to something. The “what” […]