The Power of Habits on Your Retirement

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...

Tax Proposals That May (or May Not) Get Passed

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...

3 Tax Moves to Consider Before Filing Deadline

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...

How To Help Reduce Taxes In Retirement

From Retirement Now Newsletter March 25th 2021Tax Efficiency in Retirement A good article at the Journal of Financial Planning recently compared different strategies to help reduce taxes on IRA accounts in retirement when withdrawing funds to supplement Social...

Under Spending In Retirement?

From Retirement Now Newsletter March 11th 2021 Are retirees under-spending in retirement? Today I wanted to discuss an interesting article about how real-life retirees actually spend their money in retirement and why this is so important to not only retirees, but...