A complimentary live in person workshop designed to help families create an estate planning strategy for their unique goals and needs. We will discuss the following: Planning For EveryoneEstate planning is not only for the wealthy – everybody can benefit from ensuring their assets and finances are properly taken care of after their death. Avoid Unnecessary Taxes & Fees Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated. Legal Safeguards Avoid a court administered guardianship and make sure yo ..read more

A complimentary live in person workshop designed to help families create an estate planning strategy for their unique goals and needs. We will discuss the following: Planning For EveryoneEstate planning is not only for the wealthy – everybody can benefit from ensuring their assets and finances are properly taken care of after their death. Avoid Unnecessary Taxes & Fees Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated. Legal Safeguards Avoid a court administered guardianship and make sure yo ..read more

Tips for More Efficient RMD Management in Retirement Required Minimum Distributions (RMDs) are an essential aspect of retirement planning that can significantly impact your tax liabilities. Beginning at a certain age, retirees are required to withdraw specific amounts from their retirement accounts, which are then subject to taxes. While RMDs ensure that retirement savings are eventually taxed, strategic planning can help minimize the tax burden associated with these mandatory distributions. This article explores various strategies for efficiently navigating RMDs, aiming to preserve more of yo ..read more

Learn to Better Manage Your Liabilities and Retain More of Your Hard-Earned Dollars Tax planning is an essential aspect of managing finances for retirees. As you transition from earning a regular income to relying on retirement savings, pensions, and Social Security, understanding how to efficiently manage your tax liabilities becomes crucial. This not only ensures compliance with tax regulations but also helps in preserving your hard-earned money for the years ahead. While the strategies mentioned herein are designed to aid in reducing your tax burden, it’s important to consult with a tax pro ..read more

The tax code is notoriously complex, so, keep it basic when preparing your tax returns. Explore recommendations to help you prepare for this year’s tax season and brush up on fundamental tax terms ..read more

Protect Your Financial Future by Taking Action Today With healthcare costs on the rise, American retirees must prepare to afford significant health and medical expenses in retirement. While strategizing ways to cover retirement healthcare costs isn’t new, many retirees today are finding themselves without access to the employer- or union-sponsored retiree health benefits that previous generations depended on. This means that Americans who are currently planning for retirement need to be sure they are adequately prepared for the impact that healthcare costs may have on their long-term financial ..read more

After Decades of Hard Work, You Deserve a Fulfilling Retirement Most of us spend our working years with one overarching goal in mind: retirement. You plan and save and invest, all so that when the day comes, you can finally enjoy the golden years you’ve dreamed of. Of course, many retirees find themselves struggling to transition away from the busy working world and to design a new day-to-day lifestyle that feels meaningful. Use the tips below as a guide as you work to clarify and create the happy and healthy retirement you deserve. #1. Save, Save, Save (Then Save Some More!) One of the bigges ..read more

It’s Never Too Late to Gain Greater Financial Security for Your Golden Years Many individuals feel a pang of anxiety when they realize they’re starting their retirement planning later than recommended. If you find yourself in this situation, you’re not alone. Life’s unpredictable nature can sometimes delay financial planning, but the journey toward a more secure retirement can begin at any stage. This article explores effective catch-up strategies for late starters, offering hope and practical advice for those looking to better secure their financial future through late start retirement planni ..read more

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of ..read more

Women Face Many Challenges in Retirement and Planning Ahead is Key to Achieve Financial Security As healthcare costs continue to skyrocket, it’s becoming more and more important for American workers to develop a plan for addressing the costs of long-term care within their overall retirement plans. Failing to do so can pose a significant risk to your financial security, and it’s particularly critical for women, who already face extra challenges when it comes to living comfortably in retirement. Below we’ll discuss five specific reasons that women should consider the costs of long-term care when ..read more