How to Manage Taxes in Retirement

December 1, 2023 | 0 views

The biggest difference between managing taxes throughout your career versus during retirement is that when you are retired, you are responsible for calculating how much you owe and paying it on a timely basis. Retirees normally have several different income...

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2024 Cost of Living Adjustments

November 1, 2023 | 0 views

In one year’s time, the U.S. inflation rate dropped by more than half, from 8.2 percent in September 2022 to 3.7 percent in September of 2023.If there is a downside to lower inflation, it’s a lower cost of living adjustment...

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Work and Social Security Benefits

October 1, 2023 | 0 views

You can work and still receive Social Security benefits, but how much you receive depends on a number of factors.First, if you do plan to continue working after becoming eligible to receive benefits, you might consider delaying filing for benefits...

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Widow/er Social Security Benefits

September 1, 2023 | 0 views

A widow or widower is eligible for a survivor's benefit from Social Security even if they never worked – as long as the deceased spouse qualified for benefits based on his or her own income record. Also, note that surviving...

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The Ins and Outs of a Reverse Stock Split

August 1, 2023 | 0 views

When a company decides to conduct a reverse stock split, also referred to as a stock consolidation, the number of shares available to investors is reduced.In a normal (forward) stock split, a company increases its number of outstanding shares without...

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