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How to Deal With a Big Tax Bill

How to Deal With a Big Tax Bill

by Kenny | Apr 25, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Don’t panic — but do pay the tax tab Bills are a fact of life, though some require more urgent attention than others. Ignore your brother-in-law because you still owe him $50 from last year’s poker game, and you’ll get the cold shoulder. Ignore your debt to Uncle Sam,...
7 Ways Retirement Will Be Different in 2024

7 Ways Retirement Will Be Different in 2024

by Kenny | Apr 18, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

How changes in Social Security, Medicare, taxes and more will affect your finances For most people, retirement finance is a delicate balance between income that’s likely less than what you made while working and expenses that may be lower in some areas (no more...
As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate

As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate

by Kenny | Apr 11, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

KEY POINTS More Americans are expected to turn 65 through 2027 than in any time in history. Despite the ‘silver tsunami,’ the correct age to retire is still in question. A fight is brewing in Washington over whether the mandatory retirement age for airline pilots...
10 Things Boomers Should Consider Selling in Retirement

10 Things Boomers Should Consider Selling in Retirement

by Kenny | Apr 3, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Retirement is not just about what you should buy or invest in — it’s equally about decluttering and letting go of assets that may no longer serve a purpose or even cost you money. For baby boomers, the following are items worth considering selling in retirement to...
3 Ways Retirement Planning is Changing in 2024

3 Ways Retirement Planning is Changing in 2024

by Kenny | Mar 21, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

The calendar page has turned and 2024 is well on its way. Before we get too far down the road, be sure to check out these changes around retirement savings. Every so often the federal government approves changes to the contribution limits for tax-advantaged retirement...
As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate

As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate

by Kenny | Mar 1, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

KEY POINTS More Americans are expected to turn 65 through 2027 than in any time in history. Despite the ‘silver tsunami,’ the correct age to retire is still in question. A fight is brewing in Washington over whether the mandatory retirement age for airline pilots...
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Recent Posts

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  • A PHILOSOPHICAL SLOTT REPORT ENTRY August 7, 2024
  • IRS FINAL REGULATIONS LOOSEN DEFINITION OF “ELIGIBLE DESIGNATED BENEFICIARY” August 5, 2024
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