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Embrace Spring: 10 Active and Enriching Activities
As spring approaches, it’s a great time to get outside with activities that promote physical health, social connection, and mental well-being. Here’s a list of enriching spring-time activities tailored specifically for you: Nature Walks: Take advantage of local parks...
Tax Strategies Throughout Your Retirement
Your retirement will be as unique as you are. As we work with our clients at TRS, we tend to see our clients' priorities change and evolve throughout their retirement years. When you start to plan for your own retirement, we encourage you to consider four different...
Navigating the World of Ear Health: Insights from Dr. Hillary R. Perry
Introduction: In our exploration of ear health, we've embarked on a journey with Hillary R. Perry, an esteemed audiologist, to unravel the complexities surrounding hearing loss and the diverse world of hearing aids. This comprehensive guide combines...
6 Tips on Estate Planning
Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning can potentially minimize your tax obligations. Read these tips below...
What is a Trust?
What Is A Trust? A trust is conventionally employed to reduce estate taxes and can provide additional advantages when incorporated into a carefully designed estate plan. A trust serves as a fiduciary arrangement empowering a third party, the trustee, to hold assets on...
Your Social Security Survivor Benefits
Losing a loved one can feel truly overwhelming. From paperwork to arrangements to finances, the to-do list can be daunting in an already vulnerable time. One of the things that can help ease families' financial burden when a loved one passes is understanding and...
Long-Term Care Coverage in Your Retirement
Having a long-term care policy can be a great way to pay for expensive long-term care costs. However, it’s important to carefully consider the tax implications associated with this decision. Travis Johnson, TRS financial planner and educator, helps us explore this...
Inheriting IRAs with Secure Act 2.0
In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement, otherwise known as the SECURE Act. This legislation seeks to simplify and broaden access to retirement savings for many Americans. Since its passage, the SECURE Act has...
The Electric Car Tax Break You Could Be Missing Out On
The most effective retirement planning involves keeping up with current legislation and using it mindfully to make the most of your savings and do the things you’ll enjoy most in retirement. For instance, a recent change provides a tax credit for new clean vehicles...
Elder Scams – Safeguarding Retirement Savings
1. Educate Yourself: Knowledge is the first line of defense against elder scams. Take the time to educate yourself about common scam tactics targeting seniors. Understand how scammers manipulate emotions and use deception to gain access to your finances. By...
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