April 2021
Win the Retirement Lottery Without Winning the Lottery
There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars, [...]
More Time to File Taxes and Review Your Retirement Plan
Tax season is the perfect time to take stock of your overall finances and how they may have changed in the last year. And luckily for you, tax season is [...]
Watch Out for Scams During Tax Season
Return prepare fraud can be very common during tax season[1] and scammers tend to target older adults. Digitization has made tax preparation easier but has also opened up a whole [...]
4 Types of Retirement Income and How They’re Taxed
Taxes don’t stop when you stop receiving a paycheck. If you have multiple sources of income in retirement, your tax burden could be substantial. By understanding how different types of [...]
Is a Big Retirement Move Right for You?
Some people dream about retiring and jetting off to a tropical location to start a new life. In reality, the majority of people, when asked if they want to stay [...]
March 2021
The Pandemic Won’t Be the Last Retirement Challenge You’ll Face
The pandemic has been hard on Americans nearing and in retirement, but there are likely other obstacles coming. Increased government spending on COVID relief plus strain on our healthcare system [...]