by Christopher | Jun 7, 2021 | Uncategorized
From Retirement Now Newsletter May 27th 2021 I was recently reading about how Social Security is redesigning their statements. If you have an online account with them you may be able to see the new format on your latest statement. Then again, you may not since they...
by Christopher | Jun 7, 2021 | Uncategorized
From Retirement Now Newsletter May 20th 2021 The retirement landscape continues to change. I was reminded of that recently when reading through a CPA’s Twitter feed going over some new legislation that will eventually get voted on. The House Ways & Means...
by Christopher | Jun 7, 2021 | Uncategorized
From Retirement Now Newsletter May 13th 2021 I was reading recently about a tax issue that could affect retirees, causing them to double pay on their taxes. I’ve come across this only a handful of times, but thought it worth sharing. And the situation reminded me of a...
by Christopher | May 10, 2021 | Uncategorized
One way to help simplify retirement investing is to think in terms of asset classes, instead of stressing out over trying to find individual companies to buy stock in. If you are concerned about how to invest your portfolio for retirement, click here, to schedule...
by Christopher | May 7, 2021 | Uncategorized
From Retirement Now Newsletter May 6th 2021 I came across a good article on the power of habits as it pertains to your financial future. And why relying on sheer willpower alone is not sufficient to reach your goals. The article states that people have a hard time...
by Christopher | May 7, 2021 | Uncategorized
From Retirement Now Newsletter April 29th 2021 Since we’ve had an administration change in Washington a lot of people are rightfully concerned about changes in tax legislation. I came across a good article that goes over some proposals that different...
by Christopher | Apr 23, 2021 | Uncategorized
From Retirement Now Newsletter April 22nd 2021 I came across an article recently on how married couples with large age differences between them can approach the decision of when to claim Social Security benefits. I had actually addressed this same issue in an article...
by Christopher | Apr 23, 2021 | Uncategorized
From Retirement Now Newsletter April 15th 2021Today being April 15th, it would usually be the tax filing deadline. But not this year as it has been moved to May 17th. I don’t know if that delay is going to bring any cheer to this one guy who made the news recently. I...
by Christopher | Apr 23, 2021 | Uncategorized
From Retirement Now Newsletter April 8th 2021As you are probably well aware of, the tax filing deadline has been extended to May 17th this year. This gives the IRS more time to implement tax code changes from the recent COVID-19 relief package, also known as the...
by Christopher | Apr 23, 2021 | Uncategorized
From Retirement Now Newsletter April 1st 2021 Can Early Social Security Benefits Be Reduced Because of My IRA Withdrawals? I had the following question come up recently concerning Social Security benefits and how they can be impacted by withdrawals from retirement...
