Helping Hard Working Americans Worry Less About Money®
Ignoring the importance of tax diversification will turn your taxes into a timebomb—after retirement— if you don’t plan properly. Sadly, what many retirees don’t know is that there is a big difference between tax planning and tax preparation. Instead, americans… (Read more)
When it comes to claiming your Social Security (SS) benefits, it’s important to know all the facts. There are many rules and details most soon to be retirees don’t know until the wrong decisions have been made and it’s already… (Read more)
The Market’s been up for a long time. Too long—many experts say— and we’re undoubtedly due for a major correction very soon. If that correction happened today and the current Bull Market entered into Bear Market, would your retirement funds… (Read more)
For many, the company offered 401K or traditional IRA is what’s there and waiting for them after retirement. What these hopeful retirees aren’t expecting is the huge tax tumor buried within. With the tax rate destined to climb in the… (Read more)
When it comes to the amount of risk your retirement portfolio is under, less is better. But when you’re continuously sold the idea that risk is necessary to achieve the gains you want what’s a Saver to do? First, you… (Read more)
Wall Street took quite a ride the first week of February dropping to an alarming 4.6%—losing trillions of dollars in market value in a matter of days. So what do you do now to protect your retirement money and investments?… (Read more)
Saving for retirement isn’t easy. It takes a career’s worth of time and dedication to accumulate the kind of money most people need to retire WorryFree®. What a lot of planning retirees aren’t accounting for is the possibility of losing… (Read more)
When you’re married, saving for retirement is a joint effort. If you’re not sharing in this effort you should be. Common ground needs to be found and communication should always be open about your financial expectations in life now and… (Read more)
Are you needlessly shelling out thousands of dollars in taxes when you could be keeping more of the money for yourself? Are you tired of hearing about how the wealthy are paying less to the IRS while you’re paying more?… (Read more)
If you’re a Saver, saving and investing for retirement has been the easy part. In fact, it’s second nature. But when it comes to knowing what fees and penalties you’ll pay if you don’t set everything up correctly when you’re set… (Read more)
