Another year is coming to an end, but if you’re in the midst of planning for your golden years, the best time of the year is often the busiest time…
Tag: planning for 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…
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,…
Retirement Confidence Gap for Married and Unmarried Women
It’s no secret that the gender wage gap has remained remarkably obstinate for our lifetime and, inevitably, becomes a significant shortfall at retirement. While divorced, widowed women are more likely…
What’s Your Retirement Confidence Level?
The pandemic and global economy has altered the lives of every American. Confidence in retirement starts with recognizing that today’s financial behaviors and progress made toward financial goals affect tomorrow’s…
How to Lower Your Tax Bill Close to Retirement
When nearing retirement, many Americans look forward leaving tasks like tax planning behind with the working grind. However, planning strategically now can mean more funds for the things you love…