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Tips To Improve Your Tax Situation Even If You Use The Standard Deduction

November 15, 2021

Tax planning is a critical aspect of financial planning in retirement. Proper tax planning can make a huge difference when it comes to how much of your hard-earned retirement savings you’ll owe in taxes each year, which can, in turn, trickle down into other areas of your financial life, including your budget, spending, and plans…

Should You Give Money Away While Alive? (and Other Estate Planning Tips)

November 1, 2021

News

Charity, estate planning

The decision to contribute to charity or gift money to family members or loved ones is an incredibly personal one. Whether you already make a monthly or annual contribution to your favorite charitable causes, or you’re planning to contribute a portion of your estate to charity or family in the future, it’s a good idea…

Your Medicare Open Enrollment Checklist

October 11, 2021

News

Medicare, Medicare Open Enrollment

Medicare is one of the best ways for people to receive healthcare coverage in retirement. Medicare is typically divided into several different parts, including: Part A and B, known as Original Medicare Part D, which helps cover prescription drugs Part C, also known as Medicare Advantage, which is a private insurance option that offers Medicare…

What is Total Return Investing?

October 7, 2021

News

investing, total return investing

For retirees who depend on their investments for income, this question is becoming increasingly important: What’s the best strategy for getting the most out of my investments? One strategy to consider is total return investing. Total return investing is a holistic investment approach that takes into account both yield and asset appreciation. With total return…

4 Things To Think About Before Moving Closer To Your Kids In Retirement

September 15, 2021

News

moving in retirement

There are plenty of factors to consider before you make a drastic life change. Have you always wanted to move in retirement? Will the new location serve you both personally and financially? Here are a few things to consider before moving closer to your kids in your golden years. How Will A Move Impact Your…

Revocable vs. Irrevocable Trusts: Can One Better Serve Your Assets?

September 13, 2021

News

irrevocable trust, revocable trust

Trusts are a great estate planning tool, but there are substantial differences to understand when deciding which type of trust is best for your situation. There are two main categories of trusts: revocable trusts and irrevocable trusts. Revocable trusts, otherwise known as living trusts, can be changed or modified when you need to. Irrevocable trusts…

What’s A Bond Ladder (And Can It Mitigate Risk?)

August 24, 2021

News

bond ladder

Today, we’ll explore bond ladders: what they are, how they work, and the many ways they could help safeguard your retirement income plan. Building A Bond Ladder Investors build bond ladders to accomplish two primary goals: Generate income Mitigate ongoing risk Building a bond ladder can be a dynamic strategy for creating a solid cash-flow…

How To Confidently Transition From Saving To Spending In Retirement

August 1, 2021

News

Retirement Planning

While amassing a healthy nest egg to support your golden years is essential, once you’ve done it, one critical question remains: what happens next? For many years spending and saving have gone hand in hand—and while prepping for retirement, accumulating assets may have been your primary focus. Now that retirement is upon you, the tables…

Personal Property and Digital Assets: The Dark Horses of Your Estate Plan

July 19, 2021

News

digital assets, estate plans, personal property

Many people associate estate plans with trusts, IRAs, paperwork, and lawyer’s offices. But there are two critical areas of your estate plan that carry just as much weight: Personal property, and Digital assets. While sometimes overlooked, it’s essential to account for these two valuable assets to complete your estate plan. How can you make these…

3 Easy Ways Retirees Can Benefit From a Roth Conversion

July 2, 2021

News

Roth conversion

In retirement, tax planning is one of the most crucial conversations. Minimizing your lifetime taxable income can better insulate your nest egg and give you more control over your spending throughout your golden years. If you want to increase your Roth dollars in retirement, consider a Roth Conversion. What’s a Roth Conversion? Roth conversions allow…

News

Tips To Improve Your Tax Situation Even If You Use The Standard Deduction

Should You Give Money Away While Alive? (and Other Estate Planning Tips)

Your Medicare Open Enrollment Checklist

What is Total Return Investing?

4 Things To Think About Before Moving Closer To Your Kids In Retirement

Revocable vs. Irrevocable Trusts: Can One Better Serve Your Assets?

What’s A Bond Ladder (And Can It Mitigate Risk?)

How To Confidently Transition From Saving To Spending In Retirement

Personal Property and Digital Assets: The Dark Horses of Your Estate Plan

3 Easy Ways Retirees Can Benefit From a Roth Conversion

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