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6 Surprises to Consider as You Prepare for Retirement
March 15, 2021

Retirement planning involves careful considerations of many different factors that may affect your life from both financial and personal perspectives. While these plans often seem to boil down to income and budget for many people, we wanted to inform you of a few things that often take retirees by surprise….

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Which States Tax Social Security Benefits?
March 8, 2021

Once you retire, you may expect that a number of things will change. Yes, this probably includes your finances and budget to some degree. But one thing probably won’t change: Depending upon how you structured your retirement income, you might still owe income taxes each year when you file your…

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Pay Now or Pay Later: Demystifying Income Taxes in Retirement
February 15, 2021

Income taxes are an important part of your finances during your career, but they don’t exactly go away once you retire. One way or another, you will pay some income taxes on your retirement income, too. But because your tax liability will depend upon the choices you make now, it’s…

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Lowering Your Tax Liability with Medical Expense Deductions
February 8, 2021

For those of you who itemize your income tax deductions, we have a bit of good news. Back in December, Congress signed a new tax package into law, permanently allowing a larger income tax deduction for out-of-pocket medical expenses. Here’s how it works: You can claim out-of-pocket medical expenses that…

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