Do You Have An Estate Plan Or A "State" Plan?
Proper estate planning is essential to ensure that your assets are distributed according to your...
Posts about
Retirement
Rising Interest Rates And Your Retirement
In March, the US Federal Reserve raised its federal target funds rate by a quarter-point. Although...
What Happens To Dividends In A Bear Market?
As we have been discussing, dividend investing is a great way to generate income to live on in...
How Are Dividends Taxed?
When you see the word "income," there will be taxes associated with it most of the time. Dividend...
Is Dividend Investing Good For Retirement Income?
To watch my video on this topic, click on the image below:
When it comes to creating your...
Strategies When You Are Married And Filing For Social Security
Deciding when you and your spouse will each take Social Security retirement benefits can be tricky,...
If you're retired, does a Roth conversion make sense?
As we approach the end of the year, you may be doing some strategic tax planning. Your strategy may...
Retirees: Beware the Medicare Cliff that Could Cost You Thousands
Much like there are different tax brackets for your income, there are also different levels of...
How Do You Turn Your Retirement Portfolio Into A Retirement Paycheck?
Congratulations! You’ve made it. You’ve spent decades saving and investing for this very moment—the...
Two Serious Risks to Your Retirement Income Plan
For decades, you have diligently saved and invested so that one day, you would be able to retire...