Planning for a fulfilling retirement is a journey that requires foresight, discipline, and informed decision-making. The latest State of Retirement Planning study offers encouraging insights: a significant majority of retirees […]
One of the most defining pieces of legislation spawned during the Trump Administration is the Tax Cuts and Jobs Act (TCJA). Enacted in 2017, the legislation aimed to lower the […]
Sometimes, taxes can feel like death by a thousand paper cuts. One of these “paper cuts” is the Medicare Tax, a 2.9% tax that is deducted from every dollar we […]
If you are one of the lucky few who will receive a pension from your employer when you retire, the options can sometimes feel overwhelming. These options may include taking […]
You may have seen the news that the financial services industry is experiencing a trend towards index funds–passive fund management options in which the holdings of a portfolio mirror the […]
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