Sep 23, 2021 | Retirement, Social Security
Blog “The Current State of Social Security” It’s obvious, the last 12 to 18 months has been tough and we’ve seen firsthand effects of how the pandemic has impacted the economy and our everyday lives. A question that maybe some of us have started to...
Sep 3, 2021 | Investing Goals, Retirement, Weekly Financial Thought
Blog “Most Americans are Unprepared for Retirement” Perhaps this type of headline gets old, but the unfortunate reality is that it’s true! Based on research recently completed by the CFP Board, roughly 26% of Americans delay retirement savings until their...
Aug 27, 2021 | Retirement, Uncategorized, Weekly Financial Thought
Blog Managing the Initial Years of Retirement The conventional view of retirement is changing. Certainly, the age at which we retire, what we do during retirement years, and even how long retirement generally lasts look different than assumptions we made 15 years...
Aug 20, 2021 | Estate Planning, Housing, Retirement, Uncategorized, Weekly Financial Thought
Blog “Putting your House in a Trust” Trusts aren’t just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die. When you establish a trust,...
Jul 30, 2021 | Retirement, Social Security, Tax Concepts for Retirement
Blog “How is Social Security Taxed?” For some, it’s surprising to learn that social security benefits are taxable. After all, it’s a system that has taken tax out of your paycheck for so many years, it can be eye opening to learn that the benefits from...
Jul 16, 2021 | Retirement, Tax Concepts for Retirement, Uncategorized
Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these savings will...
