Will Your Taxes Go Up?
Are you worried about higher taxes? Here are some things that you need to know about the potential for future tax hikes, plus 3 ways to save in 2021.
Scammers Are Getting Smarter in 2021: 5 Ways to Spot Them Online, Over the Phone, and In Person
As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.
Fear and Greed
Are you struggling to reach your financial goals? Maybe it is due to the fact that you are always reacting to the markets - in the wrong way. It is not possible to react your way to investment success. Instead, having a goal-focused financial plan to guide you is the key to achieving everything that is important to you.
Focus
Do you know how to focus on what's important? Or are you feeling overwhelmed? Information is everywhere. We have 24/7 access to information coming from all corners of the globe. The speed at which information travels nowadays is almost instantaneous.
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here's What You Need to Know
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
You’ll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?
According to a recent survey, medical expenses cost young adults $2,000 a year on average - and more than quadruple that by retirement. Should you consider utilizing a HSA or HRA to help offset these costs?
As the Coronavirus Continues, Avoid These 5 Retirement Mistakes
From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.
IRMAA’s Expensive Little Secret
Are Medicare Part B premiums taking a bigger bite out of your monthly budget? Do NOT assume that there is nothing you can do about it. Learn how you might be able to successfully appeal and reduce your monthly premium.
Do You Know About IRMAA?
Who or what is IRMAA? If you are not sure, then you could be in for a big and costly surprise in retirement. It is never too early, or too late, to address the ever-rising cost of health care in your retirement years. Understanding Medicare and controlling your exposure to IRMAA is a great place to start.
Roth Conversions: What You Need to Know
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.