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 […]
3 Recent Events That Could Show the Future of Your Finances
Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of […]
3 Reasons to Love Aging This Valentine’s Day
This Valentine\’s Day, you may see many commercials for jewelry, flowers, and nice dinners geared towards a younger crowd. Older Americans are underrepresented in media, despite holding a significant amount […]
3 Ways the SECURE Act Could Affect Your Retirement
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) recently had its one-year anniversary. It was the biggest piece of retirement legislation to be passed in many years, […]
You Don’t Have to Downsize to Declutter
If your nest isn’t as full as it once was, or you have more time on your hands in retirement, consider decluttering. Even if downsizing in the near future isn’t […]
Concerned About Taxes On Your Retirement Account?
You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, […]
Queen Elizabeth’s Best Practices
At almost 95 years old, Queen Elizabeth II works a full week and carries out more public engagements than many of the younger royals.[1] How does she maintain her energy […]
3 Reasons to Review Your Tax Strategy
Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming. President […]
3 At Home Work-Outs
You don’t necessarily have to spend a fortune to create a home gym if your gym is closed. We might think it’s too late to get back into shape by […]
3 Retirement Challenges You Can Plan For
No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically […]
Create Your Own Blue Zone in 2021
Did you know that there are places in the world where there is an unusually high number of people living into their 90’s and even 100’s? These populations are known […]