6 Smart Retirement Tax Strategies That Can Help Retirees Lower Their Tax Bill
Tax season is here, and for many of us, that means handing over our income to Uncle Sam. If work is now in your rearview mirror, any money owed to the IRS will come out [...]
8 Common Senior Scams
According to an FBI report released last week, seniors lost almost $1 billion in scams in 2020. Many people believe they can outsmart a scam. But millions of Americans become victims each year —and it's [...]
How Would You Handle a Retirement Curveball?
Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement [...]
How Prepared Are You for an Emergency?
When we consider everything life can throw at us, it seems important to prepare for setbacks. We’ve seen forest fires in California, Hurricane Ida, flooding in Tennessee, plus a continuation of COVID. There’s no getting [...]
Three Eroding Forces on Your Retirement Savings
Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about outliving [...]
How the Millionaire Next Door Can Approach Retirement Planning
Many of today’s retirees are the wealthiest retirees of all time. Rising home values, strong market returns, and a generation of dedicated workers mean that there are more millionaires than ever. But, even if you [...]
How This Generation Will Influence Culture
By the year 2035, Americans 65 and older are expected to outnumber those under 18 for the first time in our country’s history.[1] In a culture that tends to glorify youth and doesn’t know how to [...]
What’s Your 401(k) Game Plan?
If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, how to avoid tax traps, and what [...]