Take a look at the changes that could affect your return. Avoid those unwanted surprises at tax time.Posts by Felicia del Junco
Key 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 and important 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…
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…
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