tax planning
The “No Tax on Social Security” Pledge Re-Visited
It’s been over a month since the “One Big Beautiful Bill Act” was signed into law, and the full weight of this potentially temporary tax break for seniors is settling in. As most know, President Trump’s campaign pledge to end…
Retirement Tax Planning: Avoiding Surprises
If you’re a new or soon-to-be retiree, you need to be aware of some of the nuances concerning your cash flow in this life phase. Specifically, you need to adjust your financial plans to account for the chunk that will…
Tax Planning, Social Security, and Retirement Planning: A Primer for the Savvy Widow
For widows (and widowers, for that matter) wrestling with the decision on when to retire, it’s a good idea to think strategically and weigh a variety op options before taking the plunge. For example, understanding the benefits of working longer than…