by Eric Blake, CFP® | Dec 3, 2021 | Retirement-Featured
First, to be clear, it only makes sense to give money to a charity if you are passionate about their cause. As a kind of "thank-you", Congress and the IRS have built in some potential tax benefits for your donations, but only with careful planning can we...
by Eric Blake, CFP® | Dec 3, 2021 | Retirement-Featured
As an individual or couple planning for retirement, you need to be familiar with the term "Modified Adjusted Gross Income" or MAGI. It's a term that is thrown around a lot in retirement planning, but it can be hard to understand what it means without...
by Eric Blake, CFP® | Nov 15, 2021 | Retirement-Featured
Most people worry about not having enough money for retirement. But did you also know that there is such a thing as having too much money? Too much money may not necessarily be a bad thing, but it may mean you need to worry about required minimum distributions...
by Eric Blake, CFP® | Nov 8, 2021 | Retirement-Featured
For most retirees, the largest expense in retirement will either by taxes or healthcare. (related article: The Importance of Wellness in Retirement) In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all”...
by Eric Blake, CFP® | Nov 5, 2021 | Uncategorized
What has changed for you in 2021?For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? (related article: 4 Year Long Tax Strategies for Retirees) There’s...
