Preservation Specialists, LLC Blog


We help individuals and families work toward achieving their ideal retirements.

At 59 ½ – You Can Take Control!

April 2, 2019

Before you turn 60 years old, your 401k plan has a set up that you may want to take advantage of. In the past, there has been a lot of middle-aged taxpayers who were scared to open certain bank accounts. Nowadays, those thoughts of being financially taken advantage of are not what investors are thinking…

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Your Retirement Paycheck Matters

March 24, 2019

Retirement income is not a one size fits all calculation as wants and needs vary significantly from one person to the next. Several factors such as life expectancy inflation, and balances do play a huge part but considering your retirement expectations for the “golden years” will help in the planning process to make the most…

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How Does Your Retirement Income Compare?

March 17, 2019

With each passing year, more baby boomers are reaching retirement age. There is a lot of discussion surrounding the management of retirement savings and how to turn this money into an income stream. This conversation is becoming increasingly important as pensions are obsolete for many and the Medicare system is being squeezed for all it…

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Avoid Tax Season Scams

March 10, 2019

Tax season is once again in full swing. While many concerned taxpayers file tax returns to meet the required deadline, criminals work harder to cash in taking advantage of the hectic tax season. Tax fraud remains a growing concern nationally, and counterfeit scams cost millions of dollars. Individuals who take a proactive approach can deter…

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What is the Social Security 2100 Act?

February 25, 2019

Democratic Congressman John B. Larson introduced the Social Security 2100 Act on January 30, 2019. The proposed legislation seeks to raise payroll taxes to keep Social Security solvent and expand benefits. Payroll Tax Increases Some say that Social Security is in crisis. The program has had a deficit every year since 2010. If Congress does…

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Buying A Vacation Home In Retirement

February 17, 2019

If your retirement dream includes bouncing around between a beachfront condo in the winter and a mountain retreat in the summer, you are in good company. Perhaps you want to keep a small condo close to the kids while also maintaining a home in an area more conducive to how you plan to spend many…

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Your Tax Refund & Your Retirement 

February 10, 2019

The average American gets a tax refund each year. In fact, the average tax refund is more than $2,700. That’s a pretty nice infusion of cash. Windfalls can lead to temptation. For example, a nice vacation is something that many people will use their tax refunds for. This is only one way to spend a…

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Seventy Percent Need Long Term Care

February 4, 2019

Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing one or more self-care activities of daily living such as eating, bathing, dressing, and executing basic movements like walking, sitting, or standing. Services can be provided in the patient’s home, a residential…

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How to Prevent Elder Financial Abuse

January 27, 2019

Elder financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation or intimidation to steal their money or property. Elderly adults are some of the most vulnerable to financial abuse. Some of the biggest risk factors for older adults include: Isolation Isolation…

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