With the arrival of the holidays, thoughts are turned to more sentimental issues such as spending time with loved ones and how we can make a better future for us…
Tag: financial advisor
Retirement Planning Moves to Help Mitigate Taxes
Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…
Retiring with Large Age Gaps? Here's What Couples Should Know.
MIND THE AGE GAP. Retirement decisions are always complex. But they can be doubly so when a big age gap between spouses means wide variations in retirement dates, life expectancy,…
Tax Exemptions for Charitable Giving
With the holidays nearing – as well as the end of the fiscal year – now is a great time to consider charitable giving. Not only can you directly impact…
Why You Should Never Delay Retirement Planning
Americans’ finances are being squeezed as inflation pushes up prices on things such as rent, groceries and gasoline. As a result, many are putting off saving for retirement. But the…
What’s Your Retirement Confidence Level?
The pandemic and global economy has altered the lives of every American. Confidence in retirement starts with recognizing that today’s financial behaviors and progress made toward financial goals affect tomorrow’s…