Medicare “Must Knows”

10/06/2020

Your healthcare is a “wildcard” during your retirement years, and you need to plan for it. Planning for retirement is one of the smartest things you can do, not only for you but your loved ones, too. Here are five helpful tips to keep your retirement plans on track…

It Could Be Called “Love” Insurance

9/29/2020

When trying to piece together on the importance of life insurance, you will probably have numerous questions. Luckily for you, we have put together the basic information you need to figure out life insurance’s role.

A Stimulus Check & Your Social Security Benefits Tax

9/22/2020

Many people may have questions about whether receiving stimulus payments will mean a lower amount in their tax return, or a higher amount in taxes owed. But it may be especially worrisome for those who are currently receiving social security benefits because they have an additional source of income and filing procedures to deal with. Here’s what you should know about how stimulus payments will affect how you file taxes…

2020 vs 2019 Tax Brackets

9/15/2020

With a third of the 2020 tax year behind us, the Internal Revenue Service (IRS) has finally released the 2020 tax brackets. While it might seem a little late in the year, you still have plenty of time to make adjustments to your tax planning strategy….

How Is Your Retirement Confidence?

9/8/2020

Whether you are retired or working, are you confident about your retirement? Can you sustain your current living conditions after you retire and all through your retirement period? Thinking about this can give you sleepless nights. In fact, a survey carried out this year shows that 61% of Americans are stressed about planning for their retirement. However, it is possible to be more than confident about your retirement…

2020 May Be A Good Time For A ROTH

9/1/2020

Even during difficult financial times, opportunity can come knocking at your door. There is very little doubt that the current COVID19 pandemic has wreaked havoc on the U.S. economy, affecting almost every individual in its path. With that said, certain events have made 2020 the year to strongly consider converting any eligible investment accounts into a Roth Individual Retirement Account…

Summer Home Security Tips

8/25/2020

When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical bills accrued towards the end of life and any bills that can end up delinquent as a result of illness. There are more ways that you’ll leave unpaid debts behind after you die, so knowing how to prepare for them in advance with a good estate plan is essential…

Estate Planning and Unpaid Debts

8/18/2020

When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical bills accrued towards the end of life and any bills that can end up delinquent as a result of illness. There are more ways that you’ll leave unpaid debts behind after you die, so knowing how to prepare for them in advance with a good estate plan is essential…

Ask THIS Before You Claim Your Social Security

8/11/2020

Should I claim my Social Security benefits now? It’s a common question, and it’s one that you’re very prudent in asking. Timing is the biggest facet in maximizing your benefits. Yet, you’ll get an array of answers on the best timing. Let’s break down three questions that will give you the most definitive answer to your question…