Tag: financial advisor
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Are You Overpaying Taxes on Your Social Security? Here’s How to Cut Them Down
Social Security benefits are taxed, but they have some special tax benefits that allow retirees to reduce their overall tax burden using some popular...
Ask an Advisor: I’m 68 and Have $2.4M in Assets – Is Retiring at 70 Realistic?
But math isn’t the only consideration. We need to understand your personality and comfort level as it relates to dealing with the different risks...
I Have $750K in My Roth and $1,800 Monthly Social Security – Is It Enough to Retire at 65?
Finally, in addition to growing your money, it’s important to keep an eye on your spending.Bryan Cannon, author of “Retirement Unplanned: An Expert Guide...
Empty Nesters: Don’t Fall Into This Common Retirement Trap
There are a number of very real reasons why empty nesters tend to save less for retirement. The financial burden and stress of raising...
Ask an Advisor: Is It Possible to Shrink My RMDs to $25k for Lower Social Security Taxes?
Taxes are always worth considering as part of your financial planning, but they are only one part of the bigger picture. What matters most...