How to Claim Domicile to Save on Taxes in Retirement
Relocating in retirement is relatively common, especially to a state with nicer weather, lower property taxes, and low (or no) income taxes. But establishing domicile for tax-saving purposes during retirement can be a complex and […]
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Four Reasons to Delay Social Security Benefits
At a certain point in our adult working lives, we set a countdown to retirement. And the clock is ticking for those nearing 62—the age at which you can start collecting Social Security benefits. By […]
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How Secure is Social Security?
Long touted as a program that would ensure the “American Dream,” the Social Security system – one of the critical achievements of President Franklin D. Roosevelt – was created in 1935 to promote economic security. […]
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6 Often Overlooked Retirement Concerns
Retirement planning is a multi-step process that evolves over time. To have a comfortable, secure, fun and fulfilling retirement, you have to build a nest egg robust enough to fund your retirement lifestyle. Pulling this […]
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New Retirement Contributions for 2023
Well, here we are, nearing the end of another year. Now is the time where people commonly wrap up their to-do list before December 31st hits and anticipate what might change for the year ahead. […]
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Step-Up in Basis Definition and What it Means to You
Estate planning looks different for every client. For those with young children, it might mean designating a guardian and preparing for their financial future. For others, it will mean choosing someone to handle the administration […]
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