With the arrival of the holidays, thoughts are turned to more sentimental issues such as spending time with loved ones and how we can make a better future for us…
Year: 2022
Women & Retirement Planning: Is it an Advantage to be Married?
Financial security in retirement depends on economic success during your working years–that seems intuitive. But did you know that married couples may have a better chance at a comfortable retirement…
Retirement Planning Moves to Help Mitigate Taxes
Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…
Paying Off Debt vs. Investing. Which is Right for You?
Debt can feel like a weight, which can lead you wonder: Should I aggressively pay off my debt or start investing for the future? It’s a tough question to ask,…
Retiring with Large Age Gaps? Here's What Couples Should Know.
MIND THE AGE GAP. Retirement decisions are always complex. But they can be doubly so when a big age gap between spouses means wide variations in retirement dates, life expectancy,…
Tax Exemptions for Charitable Giving
With the holidays nearing – as well as the end of the fiscal year – now is a great time to consider charitable giving. Not only can you directly impact…