Browsing: Retirement

Social Security is more confusing than ever. Myths abound. Below, you’ll find a complete set of 25 facts to help you understand Social Security and its…

After Kisses on New Year’s Eve, 229 Americans Have Already Paid Their Social Security Tax Fifteen minutes past midnight on New Year’s eve Elon Musk will…

Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to emphasize to my clients, these analyst…

As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out on. Depending on your situation, there…

It’s no secret that many people today are living longer compared to previous generations, extending their retirement years well into their mid-80s and 90s. That means…

Ask family caregivers what sort of government support they want and their answer is clear: They want upfront cash. Not bigger future Social Security benefits. Not…

It’s always a good idea to revisit your retirement plans to see how you can make changes that can help you be more financially secure, healthy,…

Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13, 2025 instead of the December 31,…

Most workers approaching their retirement years haven’t saved enough money to retire full time at age 65 and continue their current level of spending. Let that…

There’s a Stealth Tax retirees and near-retirees often don’t know about until they inadvertently trigger it, costing them a lot of taxes that often could have…