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Retirees Who Move to Lower-Tax States May Not Save as Much as They Think

Retirees move to new states for all sorts of reasons. For some it's the weather, or to be near family, or to be closer to medical care. But for those moving in search of lower income taxes, it might pay to get out a calculator.  Click here to learn more.

By |2025-11-17T15:57:20-05:00April 25th, 2025|Retirement|Comments Off on Retirees Who Move to Lower-Tax States May Not Save as Much as They Think

Raiding Your Retirement Funds? Here’s How to Avoid Hidden Tax Traps

While tapping a retirement plan for an early withdrawal should always be a last resort, it can be unavoidable. If your only option is to access funds held in tax-favored accounts like IRAs or 401(k)s, be careful. Click here to read more about early retirement withdrawals and potential tax penalties.

By |2025-11-17T15:57:56-05:00February 27th, 2025|Retirement|Comments Off on Raiding Your Retirement Funds? Here’s How to Avoid Hidden Tax Traps

Baby Boomer Women Are Now Deciding the Fate of Trillions of Dollars

With baby boomers aging and the gender gap in lifespans growing, more women have the final word on how the their investments are managed.  Click here to read more.

By |2025-11-17T15:58:06-05:00February 4th, 2025|Women & Finances|Comments Off on Baby Boomer Women Are Now Deciding the Fate of Trillions of Dollars

5 Things to Do Now to Make Your Estate Simpler for Your Heirs

It's easy to put off doing many of these things. But get them done, and your heirs will be thankful you did.  Click here to read more.

By |2025-11-17T15:58:18-05:00January 16th, 2025|Estate Planning|Comments Off on 5 Things to Do Now to Make Your Estate Simpler for Your Heirs

The People to Speak to Before You Retire – and the Key Questions to Ask Them

As we reach a certain age and start fretting about retirement, many of us forget about one of the best resources for retirement advice: the people we most trust.  Click here to read more.

By |2025-11-17T15:58:28-05:00December 23rd, 2024|Uncategorized|Comments Off on The People to Speak to Before You Retire – and the Key Questions to Ask Them
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