How a Financial Advisor Can Help You Pursue Tax-Smart Strategies
They say there’s no such thing as a free lunch, [...]
Rebecca Mack2021-08-13T17:46:23+00:00August 13, 2021|Financial Planning, Tax Planning, Tax Strategies|
3 Important Lessons for Retirees from The Beverly Hillbillies
Although you may not have ever struck oil, you’ve already [...]
Where Could Interest and Tax Rates Be Headed?
Are you aware of the latest news that could affect [...]
Rising Costs in Retirement: Are You Prepared?
In 1960, a gallon of milk cost 36 cents, and [...]
3 Things to Think About Before Buying a Vacation Home
A home is one of the most significant purchases you’ve [...]
Have You Factored Inflation into Your Retirement Plan?
We’ve seen increased government spending due to COVID and significant [...]
Will You Have to Retire Earlier Than You Expected To?
If you’re nearing retirement age and know you’re not financially [...]
Is It Time to Spring Clean Your Financial House?
If you spring clean your house, why not take some [...]
Don’t Forget About These Big Retirement Expenses
The rule of thumb says you’ll need about 80% of [...]
Win the Retirement Lottery Without Winning the Lottery
There are so many stories about entertainers, athletes, and lottery [...]