Is a Big Retirement Move Right for You?
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 […]
The Pandemic Won’t Be the Last Retirement Challenge You’ll Face
The pandemic has been hard on Americans nearing and in retirement, but there are likely other obstacles coming. Increased government spending on COVID relief plus strain on our healthcare system
The Pandemic Won’t Be the Last Retirement Challenge You’ll Face Read More »
Handle Life’s Busy Seasons Like An Accountant During Tax Season
Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques
Handle Life’s Busy Seasons Like An Accountant During Tax Season Read More »
5 Things to Know About COVID and Your Taxes
We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect you this tax season. In April 2020, the
Age Does Come Before Beauty
Despite the fact that America has an aging population, there is ample evidence of ageism happening around us. The way we perceive older adults can limit our roles in society
Are You Close to An Important Birthday?
When we think about important birthdays, we think of 18 and 21, but what about 59 ½ or 72? Just because you’re older doesn’t mean you don’t have more milestones
How Could Life Be Different in 2050?
2050 seems like a long time away, but 2021 seemed far away in 1991. Back then, did you think a cell phone would fit into your pocket? Or that you
Are You Planning to Work Longer or in Retirement? Know These Four Rules
Retirement isn’t what it used to be. It\’s typically longer and more active, doesn’t start at the same age for everyone, and could involve paid work. Not everyone\’s retirement will
Are You Planning to Work Longer or in Retirement? Know These Four Rules Read More »
Protect Your Retirement Savings From Cyber Threats
If there\’s a fraudulent charge on your credit card, there is recourse – but what about your 401(k)? Cyber fraud is becoming more common, and plan sponsors don\’t guarantee reimbursements.
Protect Your Retirement Savings From Cyber Threats Read More »
3 Reasons Your Tax Burden Could Actually Increase In Retirement
Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Between retirement account distributions, Social Security benefits, and investments,
3 Reasons Your Tax Burden Could Actually Increase In Retirement Read More »