An estate is more than the home you have. It involves all of your assets, including valuables, cars, and other possessions. While no one wants to think of their own passing, it’s important to create a sound estate plan for your loved ones to rely on when the time comes. Estate planning is about…Details
Leaving behind your work life and everyday routine is a thrilling and intimidating process for any retiree. Many of us lose a source of personal fulfillment when we say goodbye to our professional careers. However, you can still find exciting and engaging work to do in your golden years. Volunteering in retirement allows you…Details
Did you know that the COVID-19 pandemic has played a huge role in the risky investment arena?In this episode of Your Retirement Solution, Mike Whitmore discusses must-know considerations surrounding risky investments. All this while referring to the impo…Details
The April 15th tax filing deadline is fast approaching, and that means the pressure to start your taxes is on. Unfortunately, you can’t just dive in headfirst – a few changes wait for you in the 2021 tax season. You can expect some variation in your IRA and 401(k) plans, your tax bracket, and…Details
Believe it or not, March Madness and taxes are related – and it’s because in both you fill brackets, which leads to Matt Perrone defining this as “bracketology.”
In this episode of Your Retirement Solution, Matt explains everything you need to know about…
Did you know that technology can play a huge role in benefiting your retirement years?
In this episode of Your Retirement Solution, Tyler Lively sits down with Pete Finlon. Pete explains how digital technology can positively impact the social, health, an…
The ideal future is often framed through expensive images like never-ending white sandy beaches and private villas. While enjoying the nest egg you’ve prepared is one thing, there’s more to your retirement than money. A long and prosperous retirement depends on a fulfilling day-to-day life. That means getting to know yourself again outside of…Details
Wouldn’t you think after giving a portion of your income to Uncle Sam for decades, you would be off the hook once you reach retirement? Unfortunately, that’s not the case. Uncle Sam is going to continue to knock on your door requesting retirement taxes well into your golden years. Fortunately, you can create a…Details
We know that with every new administration, there are many changes that come into effect, and changes in law and taxes are great examples.
In this episode, The Retirement Solution’s Tom Black discusses different law and tax changes expected to come into…
So, why do so many people find it difficult to live within their means? Maybe it’s because of the restrictive nature of the concept. But, it’s possible to break free of these financial restraints while achieving all of your financial goals. Here’s how. What it Means to “Live Within Your Means” Before we…Details