Afraid to Retire? What to Do on Day One
…visit your community’s website to see what recreation and educational programs are offered locally. Try Googling “lifelong learning near me.” You may be amazed at what your search turns up….
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I’m a Financial Planning Expert: Here Are My Best Tips for Living Off of Social Security
…community centers.” Take Advantage of Senior Discounts If your local merchants or national retailers offer a senior discount, why not save a few dollars? “Many businesses and organizations offer discounts…
Use A Legacy List To Give Loved Ones Peace of Mind
…each service (e.g., auto mechanic, heating and cooling repair company). When documents on your legacy list change, be sure to update the copy in your drawer, computer file or notebook….
Get your taxes ready early and right
…idea to gather all relevant documents well in advance of the tax prep rush of early spring. Now is the time to review and organize your annual financial milestones to…
Prepping 2016 Taxes: 3 Key Tasks to Tackle Today
…is an ideal time to get your ducks in a row when it comes to tax preparation. Use the following tips to get some work done now and avoid the…
Fundamentals are your most advanced investing techniques
…to outperform the masses who are relying on the latest, most complicated and expensive solutions. Their reliance on these solutions gives them the false hope that complexity and efficacy are…
Planning and Paying for Long-Term Care: What You Need to Know
…for, and financing long-term care seem like a daunting process; however, a little research and preparation, as laid out here by Retirement & Estate Advisors & Professionals (REAP), can make…
Tips for Effective Networking as a Senior
…even though you may have changed over a couple of months or years, your connection is easy to restore. Besides, their experiences could complement yours and stir something new that…
Read moreTax Preparation Checklist
Tax Preparation Checklist Before you begin to prepare your income tax return, go through the following checklist. Highlight the areas that apply to you, and make sure you have that…
Read more4 Tips to Optimize Your Retirement Account Withdrawals (And Reduce Taxes)
4 Tips to Optimize Your Retirement Account Withdrawals (And Reduce Taxes) From: smartasset.com This is how to make sure your savings lasts the longest. If you’re planning to retire within…
