Go to page: 5 Retirement Mistakes to Avoid
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Planning for retirement is an ongoing process. No matter how much you have saved or where you are in your journey, it’s a good idea to regularly check in with your plan and stay informed.
And even if you feel confident about your current strategy, it can help to review these common saving and spending mistakes.
Take a look, and…
Go to page: How to Help a Grieving Senior Handle Critical Financial Decisions
By Teresa Greenhill
Losing a spouse uproots your life in more ways than one. Besides the heartache of loss and the stress of planning a funeral, the death of a partner carries some pretty heavy financial burdens—many of which need to be settled sooner rather than later. People of any age can have a hard time facing the mountain of financial decisions that need to be made while grieving, and seniors are no exception. Fortunately,…
By: David H. Morgan
In reflecting how to bet summarize my overseas scholarship experience at the Polytechnic of Central London in 1976—77, a host of powerful thoughts and feelings still resound. So, perhaps the most salient is to express my profound and innate gratitude for this most powerful experience is via a nautical metaphor, an anchor…
Go to page: How to Manage Your Key Digital Assets
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
The average American has thousands of dollars worth of digital assets — this includes things like cryptocurrency accounts, sensitive personnel files and even irreplaceable items like family photos.
Many of us don’t have a plan for managing this information and keeping it secure, however.
Want to get organized and make life easier for you and your family? Here…
From: billhigh.com
Has your spouse or a family member ever said to you, “What do I do when you’re gone? Who do I call? Where do I find all the family’s information? How do I take care of things?”
I know my wife has posed such questions to me. Making sure your loved ones know…
From: www.kiplinger.com
When you’re planning for retirement, it’s fun to contemplate all the cruises, rounds of golf and restaurant meals you have ahead of you. You’ve earned it! However, many retirees don’t take into consideration the cumulative impact of federal and state income taxes on withdrawals from their nest eggs.
“Finding tax-efficient investments is the key to successfully saving for…
Go to page: Are you prepared for tax season?
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Believe it or not, it’ll be time to start thinking about doing your taxes soon (if you haven’t already begun).
Whether you already have a plan in place or know you need to make some adjustments this year, it’s a good idea to check in with a few basics.
As always, reach out if you need some assistance. For…
From: money.usnews.com
Try these strategies to boost your retirement investments in the new year.
The new year is the perfect time to start getting your finances on track, and that doesn’t necessarily mean cutting back on the things you enjoy. But sometimes getting a handle on your finances can mean a little sacrifice now that will pay off in the future.
Here are…
From: 401kspecialistmag.com
From average benefit amounts to the program’s scope, COLAs and retirees’ dependence on it, here are 20 bullet points filled with interesting, up-to-date tidbits about the largest government program in the world.
Social Security, the largest government program in the world, is projected to pay out $950 billion in benefits for older Americans and another $150 billion on Social Security disability payments this…
From: turbotax.intuit.com
Don’t overpay taxes by overlooking these tax deductions. See the 10 most common deductions taxpayers miss on their tax returns so you can keep more money in your pocket.
Get your share of more than $1 trillion in tax deductions
The most recent numbers show that more than 45 million of us itemized deductions on our 1040s—claiming $1.2 trillion dollars’ worth of tax deductions….
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