News
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 ...
Read More →
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, ...
Read More →
Timing
When you withdraw your first RMD may impact your taxes. You may wonder how that can happen, and with tax season approaching, we thought it ...
Read More →
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 ...
Read More →
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 ...
Read More →
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 good times going all year ...
Read More →