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For many of us, our homes are the largest purchases we ever make. They can also serve as a significant investment of your money, time, and emotional energy. So, it makes sense that we often haggle over the final selling price. But there are other ways you can save money…
It can be difficult to plan for a period of your life that is very far in the future. After all, almost anything could happen in the meantime! But that’s actually the very reason that you should plan carefully for retirement. Because we can’t always predict all of the variables…
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…
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….
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…
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…
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…
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…
You’ve probably noticed that inflation has crept up in the last few years, and more of us are feeling the pinch in our budgets. That goes for retirees, too. And because the IRS recognizes that the cost of living changes throughout the years – for everyone, but especially impacting retirees…
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…
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