Monthly Archives: April 2021

How Will You Create a New Life In Retirement?

Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions from having a job can lead to a difficult transition. During the past year, many have realized that never going into the office has drawbacks, even if being home a bit more is nice. [...]

By |2021-04-30T19:55:48-04:00April 30th, 2021|Lifestyle, Retirement|

Don’t Forget About These Big Retirement Expenses

The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to upgrade their lifestyle in retirement or maintain their current lifestyle. In fact, a recent study shows that about one in three retirees actually spent more than they expected they would when they [...]

By |2021-04-19T02:22:12-04:00April 19th, 2021|Financial Planning, Retirement Planning|

Win the Retirement Lottery Without Winning the Lottery

There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars, and in many cases, enough money to last an average family for generations. When these stories come to light, people often make comments about how [...]

By |2021-04-16T17:56:05-04:00April 16th, 2021|Financial Planning, Retirement Planning|

More Time to File Taxes and Review Your Retirement Plan

Tax season is the perfect time to take stock of your overall finances and how they may have changed in the last year. And luckily for you, tax season is extended until May 17th this year, so you have even more time to do that! As you go through important documents, make sure to review [...]

By |2021-04-12T10:24:06-04:00April 12th, 2021|Financial Planning, Retirement Planning, Taxes|

4 Types of Retirement Income and How They’re Taxed

Taxes don’t stop when you stop receiving a paycheck. If you have multiple sources of income in retirement, your tax burden could be substantial. By understanding how different types of income are taxed, you can develop income planning strategies that work to lower your taxes throughout retirement. Start with these 4 types of retirement income [...]

By |2021-04-05T13:15:40-04:00April 5th, 2021|Retirement Income, Tax Planning|
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