Posts about
Market Commentary (15)
Foiling Fraudsters - January
January 19, 2022
WHAT DO WE DO? We are not trying to be difficult when we use passcodes, encrypted links, verbal verifications, and identity screening questions. We..
What You Need to Know About RMDs
January 11, 2022
Required Minimum Distributions (RMDs) are an important part of retirement—not just from an income standpoint, but from a tax planning perspective as..
49% of Women Have Less Than $25,000 Saved for Retirement
January 4, 2022
One of the cornerstones of most long-term financial plans is the ability to live comfortably in retirement. Reaching your financial goals takes..
Things to Consider Before Joining the Great Resignation
December 28, 2021
In the last year, millions of Americans have quit their jobs—and many of those who have quit have no plans to return to the workplace. “The Great..
The Roth IRA Landscape is Changing. Here’s What You Should Know
December 21, 2021
Roth IRAs are a great way to set aside funds that can be used tax-free once you reach retirement. However, there are some key changes being made to..
5 Year-End Financial Moves to Trim Your Tax Bill
December 14, 2021
The end of the year is an ideal time to make money moves that can help reduce your tax liability when tax season rolls around. There are a number of..
Medicare Part B Premiums Are Going Up. What Does That Mean For You?
December 7, 2021
One of the biggest costs in retirement is healthcare, and unfortunately, it doesn’t look like that will be changing any time soon. The Centers for..
Are You at Risk of Being Audited?
November 30, 2021
Tax season can be a tense time of year. Even if you think you have properly covered all your bases from a tax standpoint, you may be unwittingly..
Don’t Believe This Common Myth About Retirement Income
November 23, 2021
There is a widespread misconception that retirees can enjoy a comfortable—albeit frugal—retirement with nothing more than their Social Security..
Why Some Assets Are Not Worth Leaving Behind
November 16, 2021
Your estate plan is all about building the ideal financial legacy to leave behind for your loved ones. Leaving an inheritance is a great way to build..
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