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Want to Avoid an IRS Audit? Avoid These Red Flags
May 23, 2023
An IRS audit is every taxpayer’s worst nightmare. At best, an audit is time-consuming and stressful; nobody wants to have to comb through years of..
Why “When” is a Key Part of Retirement Planning
May 16, 2023
Planning for our financial futures involves asking ourselves a lot of questions. When it comes to retirement planning, many of these questions..
Stressed at Work? Try These Tips
May 9, 2023
No matter how solid your work-life balance is, many of us tend to bring work home with us—including stress. 43% of employees around the world report..
Another Big Social Security Increase Is Unlikely
May 2, 2023
This year, Social Security beneficiaries are receiving a significant increase of 8.7% in their monthly checks. The cost of living adjustment (COLA)..
Is Your Long-Term Care Planning Where It Needs To Be?
April 24, 2023
According to recent research, 69% of people turning 65 today will need some type of long-term care services at some point in their lives, for an..
Retired? Avoid These IRS Audit Red Flags
April 18, 2023
In general, IRS audits are primarily a concern for people who are still working. Retirees tend to claim fewer refundable credits and have less..
Should Married Couples File Jointly or Separately?
April 11, 2023
Tax season is in full swing, and for married couples, that means it’s time to make the annual decision whether to file jointly or separately. The tax..
Why You Need A Retirement Income Distribution Plan
April 4, 2023
For most people, retirement planning is all about saving: setting enough money aside to ensure you have the financial security to enjoy life in..
Small Stressors Can Be Just as Harmful as Large Ones
March 28, 2023
When we think of the things that cause stress, we tend to think big: your car breaking down, a looming deadline at work, or an ailing family member...
Scammers Are Targeting Social Security Recipients
March 21, 2023
Last year, to help Social Security recipients keep pace with historic inflation rates and an economic downturn, the Social Security Administration..
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