Archive for April 2019

Your Tax Return & Your Retirement

This years tax deadline is behind us. If you received a refund, what’s your plan? Some taxpayers choose to spend the entire check on clothing, shoes, and their appearance.  They never look into investing their money for their own personal future. In a sense, you may be temporarily happy about your purchases or your new…

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Taxes and Your Retirement Years

Taxes are on the minds of many as we just passed the 2019 tax deadline.   Unfortunately, many retirees every year fail to properly account for taxes when deciding things such as budgets, withdrawal rates, and whether or not they have the flexibility to make larger purchases. So, what are a variety of techniques that…

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Could Your Retirement Be Delayed?

Many people spend years dreaming about the day they will retire. They envision spending time in their vacation home’s with their family and friends at their sides. However, for some, this vision doesn’t become reality.  Instead, they spend their golden years working instead of at the golf course or having coffee with friends. If you…

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At 59 ½ – You Can Take Control!

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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