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Most of us plan to retire somewhere around the age of 65 or so. So once you reach your sixth decade, it’s time to kick retirement planning into high gear. Those last few years give you opportunities to research options and make some final decisions that will impact the rest…
With the pandemic fervor cooling off a bit, now it’s time to reflect, take stock of our current positions, and possibly alter our plans for the future. Events of the past year have affected all of us, and some more than others. With regard to those planning for retirement, we…
As the pandemic seems to be cooling off a bit, now your attention might have shifted to inflation. No, it’s not your imagination; prices on a number of essential goods and services have indeed risen over the past year. Some of these increases are quite noticeable and significant, and are…
The past year hasn’t exactly been fun for any of us. Aside from the obvious toll of the pandemic, we’ve all changed the way we live and work to some degree. But the good news is that some of those changes might actually benefit your budget, so maybe you shouldn’t…
While nothing has been decided just yet, it looks likely that Congress will soon pass sweeping tax law changes. With most of these changes revolving around taxes on higher incomes and estate taxes, those in the upper tax brackets should probably prepare to make some adjustments to their strategies. The…
As Baby Boomers eagerly enter retirement or the final stretches of their careers, their children’s generation appears to view retirement in a much different light. According to a survey by Go Banking Rates, one in five millennials don’t believe they will ever get to retire. Is it just pessimism, or…
Since the passage of the American Rescue Plan in March, the IRS has distributed more than $379 billion in stimulus funds to the American public. While a welcome relief to millions of households, poll respondents say the money won’t last three months. So as our economy continues to rebound in…
While many industries took a beating in 2020, you could say that real estate enjoyed a surprising surge in many areas. With many people eager to move during the pandemic, demand for new housing drove up prices at a surprising rate. As prices continue to soar in some locations, some…
If you’re like a lot of people, you’ve noticed that setting goals and attaining them are two very different things. Why do we often set goals and then fail to achieve them? Psychologists say that in order to reach our goals, we must describe them in specific and measurable and…
Many things will change in retirement, from your budget to your overall lifestyle. But some things never completely change, and income taxes fall into that category. Most retirees are still required to file tax returns and do pay some amount of income taxes each year. You might be surprised to…
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