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Tuesday, December 1, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything,...

Monday, November 23, 2020

When Thanksgiving rolls around, the holiday shopping season comes into full swing. While many people prepare their strategy for Black Friday shopping, a lot of them forget about the second shopping holiday that weekend: Small Business...

Wednesday, November 18, 2020

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your...

Monday, November 16, 2020

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of...

Monday, November 9, 2020

As you enter your “golden years”, perhaps you imagine yourself traveling, visiting grandchildren, or pursuing a favorite hobby. Unfortunately, none of us can predict what the future may bring. But, according to the U.S....

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Friday, November 6, 2020

Retirement is an exciting time for many, and the reward for years of hard work. While there is no set age for retirement, it is important to be prepared before you make the leap, so that you enjoy your retirement and financial...

Wednesday, November 4, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

Friday, October 30, 2020

Ask yourself, "What will my golden years hold for me?" Is the answer a comfortable home near a golf course? Free time to spend with your grandchildren? Or even a cross-country journey or trip around the world? Whatever your answer may...

Friday, January 11, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...