Ultimate Tools to Longevity Risk Planning
…bull markets in US history. We don’t know when a market correction will come, but we can all agree it is coming, probably sooner than later. We also need to…
…bull markets in US history. We don’t know when a market correction will come, but we can all agree it is coming, probably sooner than later. We also need to…
Retirees Moving to These States Can Get Some Great Tax Breaks From: www.cheatsheet.com Where you live when you retire matters — and not just because you want to be close…
…Refinance application, a new home appraisal, and title search Home inspection fee Lender’s attorney review fee Origination fee Points fees While you may not be able to avoid all of…
The 4 expenses retirees most underestimate, and how advisors can help From: www.financial-planning.com Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into…
Read moreSocial Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits From: www.kiplinger.com Claiming Social Security benefits at the right time means more money in…
…of purchasing a new home, there are many options throughout the greater Orlando area. Check sites like Rentals.com to search for a place based on the number of bedrooms and…
How to Minimize Social Security Taxes From: money.usnews.com Your Social Security benefit may be taxable. Try these strategies to reduce your tax bill in retirement. Most workers pay intothe Social…
Uncharitable Giving From: www.investmentnews.com Charitable giving is undergoing a shift in the wake of the 2017 tax law, and could see yet more changes in the coming months and years…
Smart Ways To Move Clients’ Assets To A Tax-Free World From: www.fa-mag.com Change is in the air. And since the tax law is involved, you can be certain that “change”…
A Different Kind of Diversification Pays Off for Retirees From: www.kiplinger.com Retirement savers can get more income with less volatility using income allocation instead of asset allocation. Before you take…
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