Should You Pay Taxes Now or Later?
No one can fully escape taxes, but you do have some say in when you pay them. Different types of retirement income are taxed at different times. Orchestrating these sources […]
Forget the Bucket List And Make a Chuck-It List
Successful people are ambitious and disciplined: They set big goals, and focus on achieving them over the course of a long career or a lifetime. Many people also have high-flying
Retirement Planning in a Volatile Market
The recent market volatility surrounding the coronavirus may have you concerned, especially if you’re approaching or already in retirement. Feelings of uncertainty, anxiety, and uneasiness are all common during any scary and volatile
3 Ways a Financial Advisor Can Help You With Tax Strategies
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to minimize
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3 Tips for Staying Put in Retirement
It’s easy to fall into the trap of following a script when it comes to retirement, especially if you’re unsure of how to create your own plan. This “script” can
3 Ways to Help Prevent Identity Theft This Tax Season
In 2019, return preparer fraud was one of the 12 most common tax scams.[1] Digitization has made tax preparation easier, but has also opened up a whole new world of
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Things to Consider Before Moving in Retirement
Where you live can be the biggest factor in your retirement plan, both in terms of finances and quality of life. There are many aspects of moving to consider, from
Why You Might Need to Adjust Your Withholding
One truth becomes apparent at tax time: Taxes are complicated. Even if the tax code were to never change, your bracket, filing status, or withholding might. Common life events like
3 Reasons to Thank Your Aging Brain
Don’t hate your aging brain just because it takes it a bit longer to figure out the crossword or remember a name. According to a Harvard Medical School report, this
What You Need to Know About Social Security Changes in 2020
10,000 Baby Boomers are turning 65 every day[1], and Social Security will soon start to pay out more than it takes in.[2] While it’s unlikely that the government will ever
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