Planning For Retirement

One of the most common New Years’ resolutions is to get organized. It’s also one of the most important steps in the financial planning process, because it makes keeping on top of your finances a lot easier. Nowhere is thatREAD MORE

The 40’s are a crossroads in a person’s life, financially speaking. When you reach your 40’s, you’re halfway between entering the workforce and the traditional retirement age of 65. It is a critical time for retirement savings because, in mostREAD MORE

Five years before retirement is a prime time to sharpen your retirement planning. If you don’t have clear retirement goals, or if you’ve fallen behind on some of them, there are measures you can take to get caught up. ThingsREAD MORE

Medicare is the primary health insurance for U.S. citizens over 65. Unless you (or your spouse) are still working and covered by an employer-sponsored group health plan, everyone ages 65 and older must sign up for Medicare to obtain healthREAD MORE

The Tax Cuts and Jobs Act of 2018 changed the tax planning calculus for a lot of taxpayers. Among the many changes in this landmark tax act, one change was to eliminate the ability to recharacterize amounts converted into aREAD MORE