Step 2: Clarify Goals You’re never too young to start a bucket list. That’s because some things (such as bungee…
Financial Planning
Step 1: Develop a Budget Once you are truly good and retired – no phase-out, no gig jobs, no income-earning…
There are many steps to planning for retirement. Some are legal and financial, some are about communication, and some involve…
One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll…
If you would like to donate artwork to an eligible charitable organization, you might be able to take a deduction…
One of the positive aspects of sustained high-interest rates is higher yields on bonds, particularly high-quality municipal bonds. It is…
The biggest difference between managing taxes throughout your career versus during retirement is that when you are retired, you are…
In one year’s time, the U.S. inflation rate dropped by more than half, from 8.2 percent in September 2022 to…
You can work and still receive Social Security benefits, but how much you receive depends on a number of factors….
A widow or widower is eligible for a survivor’s benefit from Social Security even if they never worked – as…