Social Security benefits are taxable but only up to certain limits. And there are steps you can take to avoid or cut how much of your Social Security ...
Read more
Comments Off on 8 Tips For Avoiding Taxes On Social Security Benefits
Blog
Summary With interest rates rising, retirees can actually earn anywhere from 2.5-3% interest. The Federal Reserve has set the stage for 2019 with talk of a couple more ...
Read more
Comments Off on A New Year And A New Retirement Income Plan
No doubt the holiday season got the best of your plans to review your financial plan. If that’s so, now would be good time to make sure you ...
Read more
Comments Off on Why now is the perfect time to look over your IRAs, 401(k)s and other retirement accounts
Many retirement plans don’t cover one of the events most likely to occur during retirement. The failure to properly plan for this event diminishes the quality of life ...
Read more
Comments Off on The Most Overlooked Issue In Retirement Planning
This season’s market volatility can give any investor vertigo. But for those looking to retire in the next five years, the fluctuations are even more unsettling. CPA, author ...
Read more
Comments Off on How to deal with market volatility if you’re retiring soon
In the world of investing, there are no sure bets. With risks everywhere, investing can be a tricky business — if you’re not careful enough, it’s easy to ...
Read more
Comments Off on 7 investing mistakes keeping you from building wealth
Retirement can mean uncertainty if you haven’t taken steps to plan for it appropriately. In a June 2018 Bankrate survey, 61% of Americans admitted that they still don’t know ...
Read more
Comments Off on Retirement Planning Doesn’t Stop When You Retire
1. Social Security is not going bankrupt At the moment, you could say the opposite; the Social Security trust funds are near an all-time high. “The program really ...
Read more
Comments Off on 12 Top Things to Know About Social Security
“I’m scared and worried,” wrote Dennis Abrams in a column in The Houston Chronicle in July 2017. Abrams’ husband, David Fox, had just been diagnosed with early-onset dementia. ...
Read more
Comments Off on When Is It Time To Find Long-Term Care For A Spouse or Partner?
After a decade of saving and investing more than half of their income, Justin and Kaisorn McCurry built a portfolio of $1.3 million, enough to support their modest ...
Read more
Comments Off on Couple that saved over $1 million to quit work in their 30s say this is the hardest part about retirement
