Browsing Tag



Tax Considerations for Retirees

Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.        If you are 65 or older, your standard deduction is $1,300 larger.…

Estate Planning

5 Wise Estate Planning Moves

The inheritance you leave could still be eaten away by taxes and expenses. Here are five strategies to avoid that. If you’re single, you can have up to $5.45 million in assets before your heirs have to worry about…

Financial Planning

Your Year-End Financial Checklist

Seven aspects of your financial life to review as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To…