Key Dates Retirees Should Know

Planning is crucial to financial success.  Do your homework, know key dates, and don’t procrastinate. Key Dates from Mid – Year to Year – End ...

Top Scams in 2021

Life gets busy! Our brains can quickly become flooded with to-do lists as we juggle work, kids, appointments and more leaving us feeling overwhelmed and ...

Is Retirement Life in an RV for you?

According to the RV Industry Association (RVIA), approximately 10 million U.S. households own RVs and about a million Americans live full – time in them.  ...

Top Retirement Distribution Strategies for Today

Retirement is the peak of the mountain that you’ve been climbing your entire life.  You’ve worked hard, endured much, and are ready for the duration ...

What is a ROTH IRA and When Do They Make Sense?

The Basics of a ROTH A Roth IRA is a special retirement account that you fund with after-tax income (you pay taxes on the funds ...

What You Need to Know for Tax Season 2021

Tax season is stressful enough during a “normal” year.  2020 brought us to our knees and the impact of the health crisis and economic turmoil ...

Saving for College

According to U.S. News Data, average tuition and fees for college range from $10,116 for public in-state universities to $22,577 for public out -of -state ...

6 Smart Tax Moves for Year-End

There’s still time to make some smart tax moves before we say farewell to 2020.  What 2021 has in store for us is a mystery.  ...

Working remotely? You Could Be in For a Tax Surprise

With over 4.3 million people in the U.S. working remotely due to the pandemic, there could be tax consequences many are unaware of.  If you ...