Three Opportunities to Lower Your Tax Bill for Retirement

August 11, 2021

Taking Action at These Junctures Can Pay Off When It Matters Most The word “taxes” sparks fear in many people. After years of paying them, you’d think they’d cause less anxiety. Yet, for retirees, being on a fixed income only heightens the angst. Thankfully, there are a few opportunities to lower what you’ll pay in […]

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The Four Life Events That Are Easier with a Retirement Planner

July 29, 2021

You Could Go It Alone, But Here’s Why We Don’t Recommend It You might have seen a late-night infomercial or two that promises to sell you something that will make your life infinitely easier. While we can’t vouch for whether their claims are true, we do know one thing that will do the trick: a […]

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Get Ahead of the Widow’s and Kiddo’s Penalties

July 22, 2021

The Two Taxes You’ve Never Heard of but Ought to Know About  You’ve worked hard, paid your taxes, and—with the right planning—should be able to enjoy a tax bracket lower than you did in your peak earning years. Yet just when you think you can finally catch a break, Uncle Sam may have a couple surprises up his sleeve. Get ready for the “widow’s & kiddo’s” taxes.  These two often […]

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How the Biden Tax Plan Could Change Your Retirement

June 10, 2021

These changes to the capital gains tax would affect nearly everyone.   Buckle up, retirees. There may be a bumpy ride ahead.  While the 2020 election may be behind us, the campaign promises are not, specifically the Biden-Harris administration’s proposed changes to the capital gains tax. That means the historically low tax rates we currently enjoy might […]

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How to Minimize Your Taxes in Retirement

December 3, 2020

Three Ways to Keep More of Your Hard-Earned Money   The only thing that feels better than retiring is knowing you’ve done so with a great strategy to help minimize your tax burden. Now’s the time to live life to its fullest, and that includes keeping your wallet full. Help ensure more of your money […]

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How to Help Ensure You Have Enough Money in Retirement

December 3, 2020

Let’s Talk About What Keeps You Up at Night   If you’re losing sleep over whether or not you’ll have enough money in retirement, you’re not alone. In fact, running out of money in retirement ranks as Americans’ biggest financial worry. Thankfully, peace of mind is within reach. Working with a dedicated retirement financial planner […]

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How Your Tax Bracket Could Change Under Trump’s Tax Plan

November 27, 2017

The long-awaited details of US President Donald Trump’s tax plan are finally beginning to emerge. On Thursday, House GOP leaders revealed the “Tax Cuts and Jobs Act,” which Trump has said he wants finalized and on his desk before Christmas. One tax-reform theme has been consistent since the days of candidate Trump: The federal income-tax […]

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