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 the season. This game is the culmination [...]
3 Ways Your Advisor Can Help You This Tax Season
As we enter this tax season, we may realize that our situation has changed. Maybe we were affected by the CARES Act, COVID, or went through a life change such as retirement, or became empty nesters. All [...]
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 dictate a retirement age, lifestyle, and even [...]
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 action. Recently, the Federal Reserve’s statements regarding [...]
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 of wealth and buying power. And although [...]
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, and it will undoubtedly have a major [...]
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 part of your desired retirement lifestyle, having [...]
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 Biden and Vice President Harris proposed several [...]
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 in her old age and manage to [...]
Worried About Taxes On Your Retirement Account?
You might expect your tax burden to decrease in retirement – afterall, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be significant, between [...]