by Kenny | Jun 28, 2023 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
When you retire, you leave behind many things—the daily grind, commuting, maybe your old home—but one thing you keep is a tax bill. In fact, income taxes can be your single largest expense in retirement. Taxation of Social Security Benefits Many older Americans are...
by Kenny | Jun 22, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition. If you’re thinking of retiring within the next 10 years, you may feel like you’re confronting quite a few “what ifs” and unknowns....
by Kenny | Jun 7, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Average life expectancy has risen by 16 years since the national retirement age was set at 65. We asked health experts when they think people should stop working now. In 1881, the conservative German Chancellor Otto von Bismarck, plagued by a rise in socialist...
by Kenny | Jun 1, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
There’s no denying that recessions are harsh. They bring about business failures, job losses, and economic downturns. If you are close to retirement you have likely wondered if a recession is coming and exactly happens during a recession. This comprehensive guide will...
by Kenny | May 25, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Key takeaways Like a good financial plan, insurance takes into account your goals and current financial situation and should evolve as your life changes. In addition to income replacement, life insurance, in particular, can help diversify your portfolio, protect...
by Kenny | May 18, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Annuities offer powerful tax benefits to those planning for, or entering retirement. Unlike money market accounts, savings accounts, certificate of deposit (CDs), and most bonds, annuities carry the potential to create tax-deferred accumulation. For example, interest...
