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The last thing anyone wants to receive is a surprise income tax bill. But when you’re retired, unexpected taxes can really disturb your budget. That’s why we advise clients to become aware of the income taxes they will likely face in their situations. But another way to deal with this…
For many retirees, healthcare becomes their largest expense. And that fact can come as an unpleasant surprise to retirees who expected Medicare to pay for most or everything that they need. Because your out-of-pocket spending on medical care can make a major dent in your budget, the right Medicare plan…
As you eye your expected retirement date, you might still be investigating different ways to generate retirement income. You might have heard of reverse mortgages, and you’re wondering whether this could be a good option for you. The answer is, it depends upon your unique circumstances. First, what is a…
We all know that con men have always been around, ready to prey on anyone they can reach. But the internet and digital banking have opened up a whole new playground for unscrupulous people. These days, “digital money movement” scams are on the rise, because con artists want access to…
Hopefully, you’ve followed our frequent advice to establish a savings account so that you can quickly access funds in an emergency. And with a possible recession looming, or perhaps already arrived, we know that some people will need to dip into their emergency stash of cash. But what constitutes an…
As you probably know, the mortgage refinance industry has really been on fire for the past year. Like most homeowners, you’re probably receiving offers right and left. But is this really the best time to refinance your mortgage? Or should you wait for a more beneficial time? Every situation is…
As of March 2022, about 1.7 million retirees had rejoined the workforce. But why? What is causing this recent trend of “unretirement”? For one thing, it’s not that recent. Unretirement was happening even before the pandemic hit, mostly due to dissatisfaction with fixed incomes and the rising cost of living….
With the cost of gas at historical levels, you probably don’t want to spend any more time than necessary at the gas pump. But because the point-of-sale machines at gas stations are often tampered with, we should all take a moment to learn about credit card skimmers. A skimmer is…
If you’ve paid attention to headlines lately, you might not be feeling too optimistic about the future of the economy. Many analysts are predicting a recession which could begin next year, and some predictions appear dramatic. But is the situation really that bad? And how can you prepare for a…
In times of high inflation and rising interest rates, one thing you’ll want to avoid is credit card debt. Carrying high balances on your cards will erode your spending budget over time, but this can impact your retirement satisfaction, too. No one is saying to refrain from credit card use…
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