tax planning
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…