Home / Tag: retirement

Tag Archives: retirement

Dave Says: Be professional and respectful

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Be professional and respectful   ...

Read More »

The trouble with trillions

trillions

Recently, President Trump signed ‘phase 3.5’ of emergency interim coronavirus relief, which comes with nearly a half trillion dollar cost. All told the current running total is in the trillions, exceeding $4 ...

Read More »

Dave Says: Is it an emergency?

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Is it an emergency? Dear ...

Read More »

Retirees encouraged to get involved during pandemic

aging retiree pandemic

Retirees are getting a bad rap during the pandemic when they often are the ones best-suited to helping others, according to a Christian leader. “Seniors are often portrayed in the media as ...

Read More »

The RMD Holiday

retirement

The RMD Holiday – We said last month that retirees are one of the highest and most unfairly taxed groups out there and stressed the importance of tax reduction planning when it ...

Read More »

Dave Says: Great start, but follow the steps

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Great start, but follow the ...

Read More »

Ways to avoid the new tax increase on retirement accounts

retirement accounts

Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from ...

Read More »

Dave Says: Landlords and duplexes

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Landlords and duplexes Dear Dave, ...

Read More »

The new $15.7 billion tax on retirement accounts

retirement

We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out there and with the recent passage of the SECURE Act things are ...

Read More »

Dave Says: Teaching the value of work…and money

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Dear Dave, Is it okay ...

Read More »

The stock market in election years: should you be worried?

stock market

A common question I’ve heard as of late is ‘what’s the stock market going to do given the upcoming election?’ Well let’s start by looking at how the S&P 500 has fared ...

Read More »

Former NFL player Benjamin Watson finishing documentary about abortion in America

watson

Tight end Benjamin Watson is retiring from the New England Patriots, but he is moving into a new calling that may have a much greater impact. He is putting the final touches ...

Read More »

Dave Says: Should you have renter’s insurance?

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Dear Dave, We just helped ...

Read More »

The 401(k) / IRA IQ Quiz: How safe is your retirement?

retirement

While we all love the season of giving, there is one place that many are likely giving far more than they should: the Internal Revenue Service. As we’ve pointed out in our ...

Read More »

Dave Says: The partnership, not the family, is the problem

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Dear Dave, My two brothers-in-law ...

Read More »

401(k) Plan Owners: Watch Out

retirement

If you are a 401(k) plan owner, imagine how you would feel if you were on a sinking cruise ship and couldn’t get off because there weren’t any life jackets or backup ...

Read More »

Dave Says – Helping is often more than just giving

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Helping is often more than ...

Read More »

Beneficiary mistakes can cost a fortune

Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily ...

Read More »

Dave Says – You don’t fake poor

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   You don’t fake poor Dear ...

Read More »

Getting the taxman out of your retirement — Part 2

Last month, in part one of this article, we discussed how you might be in a lower tax bracket in retirement, but pay a higher tax rate. In this article, we’ll look ...

Read More »

Dave Says – Getting motivated

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Getting motivated Dear Dave, My ...

Read More »

Justice Ginsburg treated for malignant cancer

ginsburg

Supreme Court Justice Ruth Bader Ginsburg underwent radiation therapy after a cancerous tumor was found on her pancreas, the court announced on Aug. 23. Ginsburg had a routine blood test in early July, which uncovered ...

Read More »

Getting the taxman out of your retirement — Part 1

One of the most overlooked, but perhaps most important, aspects of retirement income planning is taxes and how they relate to Social Security. Taxation on Social Security benefits works differently than other ...

Read More »

Dave Says – If you can’t afford a 15-year mortgage…

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   If you can’t afford ...

Read More »

Want to see your church or charities get 30%-60% more money?

The last couple of years have been a rough one for many charities out there. Most have experienced an increasing demand for their services while simultaneously seeing a large drop off in ...

Read More »
X
X