Thinking about or planning for your death is surreal, but it’s worth the effort. You’ll be less anxious knowing you have the plan to cover the unexpected. For your family, the burden of your loss, funeral plans, and other estate expenses will be a little lighter when you can detail what you’d like to happen. …
Will Your Loved Ones Be On The Hook For A Big Tax Bill After You Pass? Read More »
Proactive tax planning is essential for retirees, so understanding your tax requirements, liabilities, and options is never out of season. A retirement fund’s kryptonite is surprise, whether it’s an unexpected expense or a high tax bill. Good planning and having an adjustable strategy means you’ll have fewer surprises and greater peace of mind. This …
How to Effectively Harvest Losses and Gains This Tax Season Read More »
The Social Security Administration estimates 58% of recipients will owe taxes on their Social Security benefits. You’ll likely have to pay taxes if you receive income outside of Social Security from pensions, annuities, capital gains, interest, or 401(k) distributions. While your benefits are taxed at whatever income bracket you fall into, how much of your …
5 Common Questions and Answers About Your Social Security Benefit Taxes Read More »
Retirement is a stage of life that requires financial stability and security. Investing in bonds can help create a steady source of income during your retirement years. In addition, bonds can provide a fixed return on your investment, which can help you budget your retirement expenses. Not all bonds are created equal, however, and they …
Bonds 101: What They Are and Why They Can Be Great for Retirees Read More »
You may have heard that Silicon Valley Bank collapsed on Friday, March 10th, 2023. This is the second largest bank collapse in the history of the United States and caused several people to (understandably) feel a healthy dose of anxiety about how this impacts them personally – and what it means for the future. …
What You Need To Know About The Silicon Valley Bank Collapse Read More »
When spring is in the air, it’s natural to want to do a bit of cleaning or sprucing up in your life. Besides cleaning, sorting, and getting rid of unwanted items, it’s also essential to do a financial spring cleaning.After all, the more organized you are in your finances, the more likely you are to …
Let’s dive into an emergency fund, why it’s helpful, how you can set it up, and who should have one.
Like the weather, your investment risk tolerance changes over time, even during retirement.
Mutual funds and ETFs are cut from the same cloth, but are ETFs more tax-efficient? We’ll explore how and why they can save you money.
If you’re a high earner, odds are you might think that Roth investment strategies are simply out of reach. Think again!
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