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 […]
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 […]
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 […]
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. […]
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, […]
When Retirement Is Like Football
Whether your team won or lost a few weeks ago, we can all agree that it’s no easy feat to make it to the big game at the end of […]
3 Ways Your Advisor Can Help You This Tax Season
As we enter this tax season, you may realize that your situation has changed. Maybe you were affected by the CARES Act, COVID, or went through a life change such […]
3 Way to Improve Aging At Home
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 […]