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R
You
Financially
Secure?
Let's find out.
Now building customized financial plans for clients!
Love scrolling? Check us out on Facebook!
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much would your monthly lease payment be?
Determine whether you should consider refinancing your mortgage.