Planning for retirement is a crucial aspect of financial well-being, and the Internal Revenue Service (IRS) offers various tax-advantaged strategies to help individuals save and invest...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 11/27/2023
If you just got married or are getting married soon, it's time to start talking about money with your partner. Super romantic, we know, but listen up: agreeing on money is a key...
Posted by Rosovich & Associates, Inc. on 03/23/2022
With a health savings account (HSA), anyone that has a high deductible health plan that qualifies can use pre-tax dollars for approved medical expenses. The money is kept using an...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 06/25/2021
A reverse mortgage is a means of generating income when you employ the equity in your home. This loan provides an excellent way for seniors to get money if finances are not working...
Women tend to worry a lot about retirement. This is not surprising as women tend to live longer, and they typically need more health care plans compared to men. This makes it essential...
Many people dread retirement. This is not surprising as the monthly paycheck has seized coming in. As a result, it is a good idea to consider low-interest investment opportunities...
A lot of people said that there is always wisdom with age. But there are also perks that can possibly cut your taxes in your retirement when you age. The IRS starts to lighten...
Posted by Flynn Financial Group Inc on 11/11/2019
You've buckled down for quite a long time, and now you need to make the most of your golden years. In case you want to have a pleasant way of life in retirement, you are likely...
Posted by Elliot Kravitz, ATP on 10/23/2019
It’s probably the best time to start thinking about retirement if you are in your twenties and haven’t thought about it even once. It is indeed a fact that retirement is...
Posted by Advanced Accounting & Tax Planning on 09/30/2019