The first thing to do is review the goals that you created for the year and see which ones you completed. This is something to celebrate, so give yourself a well-deserved pat on the back! Next, consider the remaining ... Read more.
Keeping up with all the tax legislation changes makes it challenging to know what you can do to reduce your income taxes. These are some of the ways that you can reduce your taxable income while you ... Read more.
Financial Planners should at the very minimum: Be well educated in all areas that impact your money, not solely investments Proactively keep in touch with you Suggest creative alternatives that you may not have considered, like the ... Read more.
Retirement planning is complicated. You have been in a savings mode for most of your life and retirement will be a big adjustment as you will be withdrawing money for the first time. You will also have a lot ... Read more.
You worked hard to earn your money and deserve to enjoy your retirement income, and when deriving income from investments, possibly a pension, and Social Security, there are many factors that will impact your taxes. And, if ... Read more.
There is a lot of uncertainty around whether the timing is right to retire and that can often lead to increased stress and anxiety. When determining the amount of retirement income needed, you want to consider your ... Read more.