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Taxes / Tax Laws

It’s That Time of Year

It’s usually around this time of year, when individuals are preparing paperwork for filing their tax returns, that we are asked what the deadlines for contributions are, and what happens if one spouse is non-working but still wants to make IRA contributions.  As a general rule, you have until tax day to make IRA contributions

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Retirement

The Busyness of Life

What does retirement really, truly mean? What are your plans for after you retire? We’ve been thinking about this recently. Many would define it as “retreating from the ‘busyness’ of life.”  When do you plan on retiring? How old will you be? How long do you think you’ll spend in retirement? Getting away from all

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Social Security

Bridge the Gap

We’ve heard many times that it’s a good idea for retirees to put off receiving Social Security payments, as waiting can allow you to get more out of them than if you were to start as soon as age permits.  One way to make this more feasible is to include annuities in retirement strategies to

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Retirement

Stay Active During Retirement

Retirement is a new beginning. As a new retiree, you enter a new stage of your life, where your time is now regulated by you and you alone, rather than revolving around your work.  Unfortunately, many new retirees find this isn’t what they’d expected it to be. Many people begin to feel bored, and worry

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Retirement

Seven Different Ways

We thought we’d bring to your attention an article recently published by AARP that discusses seven different ways retirement income will be different this year:  “For most people, retirement finance is a delicate balance between income that’s likely less than what you made while working and expenses that may be lower in some areas (no

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