Currently browsing:

5 Reasons Millennials Struggle to Save for Retirement
April 11, 2023

Early retirement planning represents a major key to long-term financial success. But whether due to a lack of interest or a lack of ability, many Millennials struggle to put together a retirement plan at this time. This generation faces a number of unique challenges, including… Housing costs are high. Housing…

Read More

Lawmakers Debate Changes to the Social Security System
March 13, 2023

It seems as though we’ve been hearing about this issue for decades: By about 2035, the Social Security program will no longer bring in enough revenue (via taxes) to cover all scheduled benefits for retirees. And with the cost of living continuing to rise, we’re all feeling a bit concerned….

Read More

5 Things to Do Before Filing Your Taxes
March 7, 2023

With the income tax deadline looming on April 18, now is the time to start planning for your 2022 tax return. But before you sign that return, consider these five tips which could save you money. Open or contribute to an IRA. If you don’t already have an Individual Retirement…

Read More

Ready for Retirement? Answer These 3 Questions and Find Out!
February 20, 2023

Some people love their jobs, and then there’s the rest of us! Those of you in your fifties and early sixties are probably wondering if you can retire and begin enjoying the most relaxing and fun years of your life. Answer these three questions, and you can get a good…

Read More

Make 2023 IRA Contributions by April 18
February 6, 2023

You probably know that maxing out your retirement plan contributions each year can earn you a significant deduction on your income tax return. So if you forgot to contribute the full allowable amount(s), you might be kicking yourself right now as tax filing season begins. Well, we have good news:…

Read More

5 States That are Friendly to Retirees
January 16, 2023

Once you retire, you will no longer be tied to a particular location due to your job. Many of us choose a new location for retirement, based upon proximity to family, climate, lifestyle, and other factors that are important to us. Have you considered taxes? Once you’ve transitioned to your…

Read More

RMD Rules Will Change This Year
January 9, 2023

For many years, qualified retirement accounts imposed a rule on required minimum distributions (RMDs), so that account holders must begin RMDs at age 70 ½. The SECURE Act changed that age to 72, giving retirees a bit more time to allow their assets to grow before taking withdrawals. Now, the…

Read More

5 Ways to Plan for Tax Season Now
December 12, 2022

With the holidays looming, who wants to think about filing their income taxes? That can wait until spring, right? Well, actually, tax planning should always be an ongoing practice. And that’s especially true at the end of the year, because certain actions must be taken now if you want to…

Read More

Make Charitable Donations by End of Year
December 5, 2022

Life is getting pretty hectic for a lot of us right now, but that doesn’t mean you should forget about tax planning. In fact, the holiday season is the perfect time to earn one particular type of tax deduction, by making contributions to your favorite charities. But you must make…

Read More

Social Security Beneficiaries Receive a COLA for 2023
November 14, 2022

We often caution our clients not to count on Social Security to provide all of their retirement income. But still, we acknowledge that the program does serve as a valuable supplement to other income that you’ve established for yourself. And because the cost of living does rise over time, the…

Read More

Have questions? Need assistance?

Use the form below to schedule an appointment.

    Call 877-281-8282 or email to speak with an agent.