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Estate Planning Documents You Need for Your Estate

[vc_row][vc_column][vc_column_text]   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...

Volunteering in Retirement: How to Give Back

[vc_row][vc_column][vc_column_text]   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...

Tax Filing Changes You’ll See in 2021

[vc_row][vc_column][vc_column_text]   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...

Episode 85 – Tax Bracketology – With Matt Perrone

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…

7 Secrets for a Long and Prosperous Retirement

[vc_row][vc_column][vc_column_text]   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...

5 Retirement Taxes You Need to Know About

[vc_row][vc_column][vc_column_text]   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...

Episode 83 – New Law Changes – With Tom Black

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…

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