Retirement Planning

Many find fulfillment in their work and plan to continue their careers well into their 70s and even beyond. After spending decades in the workforce, others eagerly anticipate retirement, dreaming of the day they can leave the office and the working world behind. Retirement represents a significant transition, a milestone marking the close of one…

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Social Security

On January 31, 1940, Ida May Fuller of Ludlow, Vermont, was the first person to receive a Social Security check. That historic payment amounted to $22.54. Before retiring in November 1939, she served as a legal secretary and contributed to Social Security for about 2½ years. Total taxes paid: $24.75. Before passing away in 1975, she had…

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5 Tax Gotchas in Retirement

If you are reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning.  Attached are five potential pitfalls you should be aware of.  Questions? Please do not hesitate to contact us. Download here 5 Tax Gotchas in Retirement

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Financial Fitness

What is financial fitness? Briefly, financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health. Notwithstanding the different fields of study, financial fitness, much like physical fitness, can yield benefits that endure well into the future. Let’s dig a little deeper and better define financial fitness. Financial fitness…

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2025 Key Numbers

Are you familiar with how our federal tax code originated? In 1909, progressives in Congress attached a provision for an income tax to a tariff bill. Conservatives, hoping to thwart the idea, proposed passing the bill as they believed 75% of the states would not ratify the constitutional amendment, according to the National Archives. To their…

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2025 Retirement Calendar Checklist

Use this calendar checklist to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care. (Note: No deadlines in May, July, or August.) Questions? Just give us a call and we’ll be glad to help. 2025 Retirement Checklist- Download Here

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