If you're like most people, when you think of Medicare, the first thing that comes to mind is "health insurance for seniors." And while that's one of the things Medicare does, it's much more than that.
As a high-income earner, it's vital to have a comprehensive understanding of the tax laws that apply to you. There are a number of tax reduction strategies available to high earners, and in this blog post, we will discuss some of the most effective ones
Inflation is a topic of concern, especially given the current climate. Because of inflation, the actual money you’ll need to save for retirement is more than you think. This webinar addresses how to plan for inflation and pitfalls to avoid.
There are a lot of factors that go into determining what tax bracket someone falls under. If the idea of filing taxes sounds stressful for you and your spouse, then we encourage you to please reach out to us for a free consultation.
So much of what we're seeing is 'catch up' as the demand for retirement finally reaches its tipping point. This surge in retirees has significant implications - both for those retiring and for the economy as a whole.
It is important to remember that no one theory can explain everything about the market. The best approach is a balanced one that incorporates MPT and behavioral finance.
What's the best way to ensure you have a comfortable retirement? One essential step is understanding and avoiding the pitfalls of the money illusion.
Did you know that if you have a 403(b) and a 457 plan, you can contribute to both of them to maximize your retirement savings?
While RSUs can provide employees with the opportunity to share in the success in the company's interests, there are advantages and disadvantages to this type of equity.
As we approach the end of another year, it's important to look at your finances and make sure you're on track to get the New Year – and your eventual retirement – off to a great start. Here is a checklist of 5 Financial To-Dos to wrap up before year-end.
'Retirement' is no longer considered to be as final as it once was. By 2022, the percentage of people working after retirement age is predicted to reach 32% - which is up from 20% in 2002.
According to the 2021 Retirement Confidence Survey (RCS), nearly 1/3 of workers state they are "not confident" that they can save enough for medical expenses in retirement. They're right to be worried: medical expenses are one of the highest costs in retirement.