Financial
Tax Planning for Retirement
One of the things we deal with routinely for people retiring or already in retirement is concerns about taxes. People are very worried about their taxes. After all, you’ve worked…
Read MoreFederal Reserve, Inflation and the Economy
We’ve seen a lot of headlines lately, as we’re sure you have, about the federal reserve, inflation and the economy. At the time of our podcast and writing this, Jerome…
Read MoreConsiderations for Charitable Giving
If you have a charity that you’re passionate about or just want to give back, there are a lot of considerations for charitable giving that need your time and attention.…
Read MoreShould I Consider an Annuity In My Financial Plan?
Are you considering an annuity? Does an annuity fit into your financial plan? These are the questions that we’re going to answer today so that you can secure your retirement…
Read MoreThe Market Is High. Should I Sell?
When you invest money in the stock market, there’s an emotional attachment that people have. You’ve saved diligently to build up your retirement and invest, and no one wants to…
Read MoreIRAs – Required Minimum Distributions
Many of our readers are planning to retire, and they want to know about required minimum distributions (RMDs). If you have a tax-deferred vehicle, RMDs are something that you should…
Read MoreInflation and Your Retirement
Inflation is a hot topic today. In fact, inflation is leading to the highest Social Security cost of living adjustment ever in 2022. For over 70 million Americans, they’ll have…
Read MoreHow To Protect Against Being Scammed
We were reading an article on MarketWatch titled “Phishing emails, texts and calls—scamming is getting worse, so stay up on the latest cons.” * The article discusses scammers, and it…
Read More4 Questions to Help Your Income Plan
When you’ve worked hard, saved for retirement and the time has finally arrived for you to retire, then what? Retirement planning also requires you to come up with an income…
Read More4 Steps to a Healthy, Financially Secure Retirement
Everyone wants a healthy, financially secure retirement, and today, we’re going to cover the four steps you need to take to reach this goal. If you haven’t already, we highly…
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