Are There Tax Breaks for Different Generations?
Getting older has its nuisances as your health starts to decline, eyesight and hearing can deteriorate, you start having aches and pains...
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jswinney
- Dec 6, 2022
- 3 min
Estate Plan. Do you have one?
After working hard and building a little wealth, it's incumbent on you to do what's necessary to protect that which you have accumulated....
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jswinney
- Nov 29, 2022
- 3 min
Do You Know What You Plan on Paying Yourself in Retirement?
When it comes to getting ready for retirement, the focus is typically on setting aside enough money and investing wisely so you have...
176 views0 comments
jswinney
- Nov 16, 2022
- 2 min
Have You Thought About These Things for Retirement?
It is one of the most common questions people ask, and their parents usually ask them. What should I do when I retire? The biggest...
186 views0 comments
jswinney
- Nov 1, 2022
- 3 min
What is the Student Debt Forgiveness?
In the United States, there are many ways to get financial aid to help pay for college. There are scholarships, grants, and even...
75 views0 comments
jswinney
- Oct 25, 2022
- 3 min
Don't Forget to Account for All RMDs (Required Minimum Distributions)
In today's World, an ever-increasing number of individuals are turning to Individual Retirement Accounts (IRAs) as a primary retirement...
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jswinney
- Oct 17, 2022
- 2 min
What To Expect in 2023 for the Cost-of-Living Adjustment
The COLA is a Cost-of-Living Adjustment for Social Security beneficiaries. It's also known as the raise, which helps offset rising living...
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jswinney
- Sep 19, 2022
- 2 min
What is a Revocable Living Trust?
A Revocable Living Trust is a document that specifies how you want your property to be distributed after your death. It's also referred...
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jswinney
- Sep 6, 2022
- 3 min
Planning to Work Past Your Retirement Age?
Longevity and the Retiree According to The Centers for Disease Control and Prevention, almost 75,000 Americans are centenarians, that is,...
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jswinney
- Aug 28, 2022
- 3 min
Top 7 Life Insurance Myths Surrounding Retirement Planning
Life insurance myths are some of the most persistent misleading misinformation affecting people planning retirement. These analytics are...
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jswinney
- Aug 22, 2022
- 2 min
Are There Different Sources of Income for my Retirement?
Retirement income is a topic that must be carefully discussed with your financial advisor to determine the best possible route for you....
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jswinney
- Aug 14, 2022
- 3 min
Retirement Budgeting During Inflation
As people get older, they often begin to think more about retirement. For many, this is a time to relax and enjoy the fruits of their...
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jswinney
- Aug 8, 2022
- 3 min
Ways to a Happy Retirement
For a happy retirement, you need to have an income that will sustain the lifestyle you want. If you're getting a pension from work or...
114 views0 comments
jswinney
- Jul 24, 2022
- 3 min
Your Mortgage and Retirement
Home equity has been one of the best investments for retirees, generating income through tax-free capital gains that can be accessed...
121 views0 comments
jswinney
- Jul 19, 2022
- 3 min
Retirement and Your 401K
Are you worried about your retirement income? You're not alone. Many people are concerned that they won't have enough money to live on in...
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