Take a look at the changes that could affect your return. Avoid those unwanted surprises at tax time.Posts by Felicia del Junco
Milestone Birthdays in Retirement
When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that magic—a definition that surely changes as we get older from toys and treats to more adult concerns like saving money and living the retirement of our dreams—back? Remember these particularly…
Read MoreImportant Financial Dates in 2022 for Retirees: Key Deadlines for This Year’s Calendar
To help you plan your finances for a new year, especially when it comes to some of the complex and timely target dates for retirees and those near retirement, we’ve compiled important financial dates for 2022. JANUARY 1ST – MARCH 31ST – Medicare’s general enrollment period. During this window, those who missed signing up for…
Read MoreKey Highlights to Navigating Long-Term Care: What You Should Know
The thought of long-term care (LTC) can feel a bit dismaying with so many questions to answer. What exactly is long-term care? How do you know if you need it? Do you have to “qualify” for it? Having more insight on this topic can help ease some of the confusion or even anxiety around what…
Read MoreThinking of Selling Your Investment Property? Consider a 1031 Exchange
Summertime in Real Estate Means It’s ‘Sizzling’ Peak Season Given both the hot housing market and low mortgage rates, there has been tremendous demand for buyers looking for homes. Over the years, many of our clients have purchased real estate intending to generate passive income. What we often see is that their property has appreciated…
Read MoreInspiring Women in Retirement: How to Ensure You’re on the Right Path
What you should know, key planning elements & why men should listen up, too! Planning for retirement and beginning this stage of life is multi-layered. It’s true that 90% of all women will eventually be solely in charge of household finances.1 This data is compounded by the fact that only 20% of women feel very…
Read MoreKey Financial Dates to Note in 2021 for Retirees
Crucial financial deadlines for this year’s calendar. As we know planning ahead can make a world of difference. Whether you are saving for that rainy day, an unforeseen emergency or an exciting life event; good planning can be the difference of hundreds if not thousands of dollars in savings. With that, we invite you to…
Read MoreMega Backdoor Roth Secret
Most of our clients want to learn ways to increase income, reduce taxes and not run out of money while minimizing market risk and unnecessary fees. This informational program addresses the facts…the good, the bad and the small print. You will learn how to avoid the most common mistakes to help make sound financial decisions.…
Read MoreHow to Avoid Probate
As you may know, probate is the legal process of “proving” a will after someone’s passing. Often times this process can take months, even years to resolve or conclude. Once probate begins after a person dies, that person’s assets become part of his or her estate unless those assets were co-owned by someone else, such…
Read MoreBenefits of Fixed Index Annuities – Retirement Investing
What are the benefits of fixed index annuities? Could a fixed index annuity make sense for your retirement portfolio? These questions are ones that come up more frequently as the options in Fixed Index and other types of annuities become more popular as a way to generate income in retirement. Exploring this type of product…
Read More