Often, when discussing Social Security with our clients, the conversation naturally segues to Medicare. Medicare is a federal health insurance program for people aged 65 or older (although you may be able to get Medicare earlier if you have a disability or ...
In last month’s newsletter, we touched on taxes on Social Security benefits. This month, we will take a step back and talk about ...
We’re well into the new year, so hopefully, you’ve had a chance to decompress from the holidays. As we get back into the swing of ...
We live in a world of taxes. Some taxes are obvious and affect most people: income or sales taxes, for example. Some taxes, ...
One lament of the newly-retired person is the realization that although their careers might have ended, their tax liabilities ...
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In a high-inflation environment, investors seek out market returns. In a volatile market environment, investors seek out ...
Americans are both pragmatic and competitive. So, it’s unsurprising that they often wonder, “Am I doing ok financially at this ...
f you have a home mortgage, you know it’s a big deal. A massive, 30-year big deal. But you also know that retirement is a big ...
Growing up means many things, whether physically, mentally, emotionally, or financially. And most people agree that teaching ...
We strive to remain optimistic during rough economic times, as investment and financial well-being can be stressful, even in good ...
Going to the gym? Reading more? Taking that long-awaited vacation? Everybody wants the new year to start well, and personal ...