Yearly Archives: 2021

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3 Alternative Gift Ideas for the Holiday Season

There are always a few people who are hard to shop for on your list. Sometimes someone just seems to have everything or says they don't want anything for Christmas this year. Consider these alternative gift ideas this year instead of continuing to fill your house or someone else's with new objects. Refurbish Something Old [...]

2021-12-04T04:10:09+00:00December 4th, 2021|lifestyle|

How to Change Your Habits

We've all heard the saying, "you can’t teach an old dog new tricks,” but is it true? Maybe it is for dogs, but not for people. You can always learn new habits, no matter what age you are. It starts with understanding how the brain works and building on success. You can go from seeing [...]

2021-11-26T17:08:00+00:00November 26th, 2021|lifestyle, psychology|

3 Things About Your Taxes That May Have Changed

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances can end up taking a back seat to decorating and wrapping presents, it’s important to take the time to review [...]

2021-11-24T17:15:56+00:00November 24th, 2021|Taxes & Tax Strategies|

How Would You Handle a Retirement Curveball?

Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement curveballs if they come your way. An Earlier-Than-Expected Retirement It [...]

2021-09-20T13:27:45+00:00September 20th, 2021|Retirement Planning|

Three Eroding Forces on Your Retirement Savings

Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about outliving their savings, and there may be good reasons for this. The potential for higher taxes, inflation, and healthcare costs [...]

3 Priceless Pieces of Retirement Wisdom

You've worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on track to accomplish your retirement goals and dreams. But while working on your finances, take time to consider these three priceless pieces of retirement wisdom. The first [...]

2021-09-11T01:15:52+00:00September 11th, 2021|lifestyle|

Plan for the Tax Rates of the Future

Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This is why it's [...]

2021-09-07T02:14:30+00:00September 7th, 2021|Taxes & Tax Strategies|
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