5 Ways to Help Make Tax Time Easier

5 Ways to Help Make Tax Time Easier

Tax time is almost here again. Are you one of those filers who wait until the last minute? You’re not alone. Unfortunately, procrastination can be costly, especially in retirement when every dollar count. If you wait, you may rush and that may cause you to miss...
How to Plan for Retirement as a Married Couple

How to Plan for Retirement as a Married Couple

As a married couple, your life is often marked by milestones. There’s the day you met and the day you married. You buy a house and perhaps welcome children. You celebrate anniversaries and birthdays and advances in your careers. And then there’s the ultimate milestone...

New to Retirement? Tips for an Easy Transition

Retirement is supposed to be a joyous occasion. After all, this is the time when you get to leave the constraints of a busy career behind. You’re free to set your own schedule and spend your time as you wish. There’s no boss to report to. No clients to manage. No big...
5 Ways to Help Make Tax Time Easier

What Should You Change in 2020?

It’s hard to believe we’re already nearing the end of 2019. This year has flown by and 2020 is almost upon us. If you’re like many people, you use the end of the year to evaluate the past and make resolutions for the future. Your financial strategy might be included...