Pre-Retirement Planning Guide Younger Adults

July 1, 2024 | 0 views

Step 2: Clarify GoalsYou’re never too young to start a bucket list. That’s because some things (such as bungee jumping) you probably want to knock out in your twenties. Women may want to have children before their forties – that...

Continue Reading

Pre-Retirement Planning Guide Budget

June 1, 2024 | 0 views

Step 1: Develop a BudgetOnce you are truly good and retired – no phase-out, no gig jobs, no income-earning hobbies – most people end up living on a “fixed income.” While that income may fluctuate somewhat based on cost-of-living increases...

Continue Reading

Part 2: Pre-Retirement Planning Guide

May 1, 2024 | 0 views

There are many steps to planning for retirement. Some are legal and financial, some are about communication, and some involve introspection – thinking about your life now and how you want to live the rest of it.By the time most...

Continue Reading

Part 1: Pre-Retirement Planning Guide

April 1, 2024 | 0 views

One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.”When you’re young, first starting out in life and career, the path to professional success and personal...

Continue Reading

What to Know About the Art Donation Deduction

March 1, 2024 | 0 views

If you would like to donate artwork to an eligible charitable organization, you might be able to take a deduction on your tax return. However, the rules are complex. There are different requirements for different values, and there are scams...

Continue Reading