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Important Birthdays Over 50
Before you begin planning your retirement, be sure to mark these important dates in your calendar.
Now the real fun begins! Starting at age 50, several birthdays – including “half-birthdays” – are critical to strategize for as they have crucial implications for your retirement future.
Tax Planning Guide For The New Year
We believe it’s important that you look to employ “tax diversity” in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.
While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.
Legacy & Estate Planning – Understand The Basics
Estate planning is an important part of retirement planning for many reasons. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
How To Successfully Communicate Your Legacy & Estate Plan
Estate planning is a function of preparing for the inevitabilities of life. People get sick or hurt, and you need a plan in place to determine what kind of medical care you’ll receive if this happens to you. People become incapacitated, unable to make important decisions on their own, or unable to live independently. And, of course, people die. Estate planning helps to protect your family and your assets in any of these unfortunate situations.
