Staggered Retirement
Staggered retirements are more common than you might think, especially when couples are different ages. A two-phase retirement can affect […]
The Trifecta
If you are mulling over in your mind your list of tangible assets, savings accounts, and creating your will, you
Taxes On Social Security
Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought
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
Comparison
It is not surprising that people tend to compare their financial situation during retirement to others, because money is highly
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.
Not Surprising
It is not surprising that the thought of retiring is overwhelming to many due to major life shifts. This could
It’s That Time of Year
Since January is a popular month for email scams, here are some tips to help avoid them and keep the
Preparing for the Future
Some clients have asked us what the difference is between having a life insurance policy that benefits their family, and