Where is Your Money Taking You?
Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!
Posts — Category: Retirement Planning
Important Tax Return Deadlines for 2021 Returns
Here is an overview of deadline dates, return types, dates to receive your forms, extensions, etc., and a brief description with helpful tips. Make sure you adhere to the deadlines
Dec, 02 2021
Preparing For Retirement
Preparing for retirement? Before you “Get There”, you’ll need to consider some very important items and make sure you have “checked each box”, and made sure your affairs are in
Nov, 23 2021
8 Things To Know About Annuities
Be mindful of the messenger that positions certain products or services as “always” bad or “always” perfect. The fact of the matter is there are no “bad products” or “perfect
Nov, 13 2021
Consider Keeping Your Life Insurance When You Retire
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown and the need to help protect the household against
Nov, 10 2021
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Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans?
Nov, 10 2021
Traditional IRA vs. Roth IRA
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in
Nov, 10 2021