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retirement income planning

How to Prepare for Tax Season Under New Tax Laws

The 2017 Tax Cuts and Jobs Act affected nearly all taxpayers and could mean that your filing strategy should change, too. Bruce and Peg talk through the items...

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Retiring in 2019? Here's What You Need to Know

The year is coming to an end and a new year means new opportunities and new goals for 2019. For some of you, one of your goals might be entering retirement....

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Considerations for New Snow Birds This Year

Are you one of those people who is hoping to escape the winter weather as a retiree and spend the snowy season down south? Bruce and Peg give you a list of...

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Why You Should Saver Smarter, Not Harder for Retirement

If you’re like many Americans who are counting down the days until retirement, it’s likely that you’ve already been saving and we commend you for doing so....

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Why New Tax Laws Could Change Your 2018 Tax Filing
Why New Tax Laws Could Change Your 2018 Tax Filing

Tax reform road sign

Tax reform has been in the news for the last 12 months and we’re getting closer to our first filing season under new laws. To help you prepare, we’ve put together a list of some of the biggest changes and how you can take advantage of them before the end of year to help lower your 2018 tax bill.

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retirement income planning


Your 2018 Year-End Financial Planning Checklist

 

We’re now only six weeks from the end of the year. Crazy, we know! As you prepare for the end of the year, Bruce and Peg discuss what items you should take care of...

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How Using QCDs Could Save You Big on Taxes in 2018 and Beyond

Tax reform has affected nearly every American tax payer in one way or another, but are you making the most of opportunities available to you now? One of the biggest...

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How The Recent Election May (or May Not) Affect Your Finances

 

With the 2018 midterm election behind us, Bruce and Peg talk about how the change in Washington could affect your finances.

Questions Answered Include: 

  • What is a...
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How to Avoid Isolation as a Retiree this Winter

A 2018 study by health services company, Cigna, found that almost half of all Americans experience loneliness and/or social isolation at least occasionally, leading the...

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Is Medigap or Medicare Part C a Better Option for You?

We are currently in the thick of Medicare open enrollment, but what if you want a policy that will help cover co-payments or deductibles? This is where acquiring a...

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How to Prepare for Tax Season Under New Tax Laws

The 2017 Tax Cuts and Jobs Act affected nearly all taxpayers and could mean that your filing strategy should change, too. Bruce and Peg talk through the items you...

Read and Listen
Retiring in 2019? Here's What You Need to Know

The year is coming to an end and a new year means new opportunities and new goals for 2019. For some of you, one of your goals might be entering retirement. It’s an...

Read Article
Considerations for New Snow Birds This Year

Are you one of those people who is hoping to escape the winter weather as a retiree and spend the snowy season down south? Bruce and Peg give you a list of things to...

Read and Listen
Why You Should Saver Smarter, Not Harder for Retirement

If you’re like many Americans who are counting down the days until retirement, it’s likely that you’ve already been saving and we commend you for doing so. But are you...

Read Article
Why New Tax Laws Could Change Your 2018 Tax Filing

Tax reform has been in the news for the last 12 months and we’re getting closer to our first filing season under new laws. To help you prepare, we’ve put together a...

Read Article