Archive for August 2017
Taxes and Retirement Planning
The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the…
Read MorePreventing Elderly Financial Abuse
A recent study by the Center for Retirement Research at Boston College concluded that many retirees who do not suffer from any cognitive impairment can still manage their money through…
Read MoreTax-Deferred or Tax-Exempt? Potential Benefits to Having Both
Over the years, you may have heard it’s good to have different “kinds” of money as you head into retirement. A financial advisor may recommend a combination of tax-deferred and…
Read More3 Common Questions about Social Security
3 Common Questions About Social Security While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in…
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