News
Weekly guidance to help you make informed decisions about your financial future.
Taxes
Taxes On Social Security
Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought it would be tax-free. It ...
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Retirement
Bonus Senior Tax Deduction
Because it’s tax time, our clients have been asking questions about how taxpayers ages 65 and older can make the most of the temporary $6,000 ...
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Retirement
Comparison
It is not surprising that people tend to compare their financial situation during retirement to others, because money is highly visible in life: through homes, ...
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annuities
Joint and Why Not?
We’ve received some questions lately regarding joint ownership of an annuity, and why it can’t be done in qualified accounts. Joint ownership of an annuity ...
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Retirement
Not Surprising
It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could include financial uncertainty, loss of ...
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