How To Prepare For Tax Season
By Bill Leavitt 2020 tax season is officially underway! Whether you’ve started filing your taxes or not, they’ve probably been in the back of your mind. And if you’re like most people, this [...]
10 Things To Do Within 10 Years Of Retirement
By Bill Leavitt After years and years of working and saving, the final countdown to retirement has begun. Days filled with sandy beaches, golf courses, or more time with family are just around [...]
Will The New SECURE Act Create More Taxes On Your IRAs?
By Bill Leavitt Ever worry about outliving your money in retirement? You’re not alone. In fact, it’s the number-one fear people have as they transition into retirement.1 And with good reason. [...]
What’s Your Long-Term Care Plan?
By Bill Leavitt There are a lot of things you don’t want to gamble with in life, like your retirement savings, how you raise your kids, or your health. Unfortunately, many Americans take one [...]
Common Mistakes Retirees Make
By Bill Leavitt Retirement is one of the biggest financial transitions you’ll make in life. You go from earning income and growing your nest egg to depending on it and trying not to outlive it. [...]
Social Security: What You Don’t Know Could Cost You
By Bill Leavitt Have you ever calculated how much you’ve been paying into Social Security throughout your working years? You’ve been contributing to Social Security your whole life, right back to [...]
How Does The Recent Passing Of The Secure Act Affect Retirement?
By Bill Leavitt Are you afraid of outliving your money in retirement? If you said yes, you’re not alone. Running out of money is the number-one fear people have as they transition into [...]