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 …
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 …
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 …
Is It Time to Spring Clean Your Financial House? Read More »
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 …
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 …
Don’t Forget About These Big Retirement Expenses Read More »
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, …
Win the Retirement Lottery Without Winning the Lottery Read More »
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 …
More Time to File Taxes and Review Your Retirement Plan Read More »
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 …
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 …
4 Types of Retirement Income and How They’re Taxed Read More »
Some people dream about retiring and jetting off to a tropical location to start a new life. In reality, the majority of people, when asked if they want to stay …