How prepared are you for retirement?
When it comes to planning for retirement, most people are focused on achieving some “magic number.” If they achieve $500,000, $1 million, $5 million, or whatever number the number is…
Higher Taxes and Inflation…a Lethal Combination for Your Retirement
Soaring inflation and higher taxes could be a double threat to your nest egg. Learn what you can do to position and protect your hard-earned savings now on Retirement Solutions…
Tax Strategies
In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners. The president advocates returning the top tax rate to 39.6%…
The fine print about Social Security (it’s not good)
Like most people, you probably assume you’re entitled to Social Security benefits when you retire. But if you read the “fine print” at the bottom of your Social Security statement,…
What the IRS Isn’t Telling You…
The IRS always has a few tricks up their sleeve. And one of them is so complex and dangerous, Forbes called it “The IRS’ version of weapons of mass destruction.”…
3 expensive IRA and 401K mistakes …
Having an IRA or 401K is pretty straightforward, right? You fill out some forms; pick your investments, and make automatic contributions. Maybe you’re lucky enough to get a coveted employee…
The unexpected consequences of living longer …
Do you know what a “centenarian” is? It’s someone who has lived to celebrate their 100th birthday. You’re going to be hearing a lot more about centenarians in the near future.…
Generating income in retirement with next to 0% interest rates …
It’s no secret that interest rates have been next to 0% for over a decade now. Unfortunately, that’s not expected to change anytime soon. If you’re buying a home, or…
The most overlooked risk in retirement…
One of the biggest threats to your financial security in retirement is not even on most people’s radar. The biggest threat we’re referring to is retiring during a downturn in…
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