Tax Planning

Blog Category - Tax Planning

A smiling elderly couple sits on a sofa, engaged in a warm conversation with a younger woman who is sitting across from them, possibly a caregiver or advisor. The setting appears to be a cozy, home-like environment.

How Rising Interest Rates Affect Your Retirement Money

By Barb / June 16, 2025

You’ve probably noticed it at the bank. That CD rate that was practically zero for years? It’s finally offering something decent. Your savings account might even be paying a little…

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Elderly couple sitting together indoors, smiling and looking at a photo album. The man, wearing glasses and a blue checkered shirt, points at a picture while the woman, in a white top, looks on warmly. Bookshelves and a large window with a garden view are in the background.

Your Retirement Plan Needs a Reality Check Before July

By Barb / June 9, 2025

You checked your 401(k) balance in January and felt pretty good. But now it’s almost July — and things feel different. Maybe that spring trip to visit the grandkids ran…

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A pair of hands gently cupping a red heart behind a cutout silhouette of a family of four (two adults and two children), symbolizing health insurance, family protection, or healthcare support.

Don’t Retire Your Life Insurance Just Yet

By Barb / May 26, 2025

You’ve done the hard work—built your savings, paid off the mortgage, and prepared for a retirement you’ve earned. But as life shifts into this new phase, one financial tool often…

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Smiling woman holding a happy young boy in her arms while standing in a golden wheat field during sunset.

You’ve Spent Your Life Taking Care of Others—Now It’s Time to Take Care of You

By Barb / May 9, 2025

For decades, you’ve put everyone else first. You were the one who stayed up with sick kids, who managed the house while balancing work, who cared for aging parents without…

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Life Happens—Is Your Retirement Protected?

By Barb / April 15, 2025

That washing machine you thought would last another five years just flooded your basement. Your daughter called asking for help with an unexpected medical bill. The roof is suddenly leaking…

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Senior couple sitting at a table using a laptop together, reviewing documents or finances at home. They appear focused and content, with natural daylight coming through the windows in a modern kitchen setting.

Tax Day is Here Last-Minute Tips for Retirees to File with Confidence

By Barb / April 7, 2025

Don’t Let Tax Day Catch You Off Guard Tax Day is here, and if you’re still sorting through forms, wondering if you missed something, you’re not alone. Taxes in retirement…

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Loving senior couple embracing outdoors near a tree. The woman wraps her arms around the man from behind, both smiling warmly at each other. They are surrounded by lush greenery, creating a peaceful and joyful moment in nature.

10 Essential Steps to Protect Your Retirement Goals

By Barb / December 9, 2024

Year-End Financial Checklist: 10 Essential Steps to Protect Your Retirement Goals The end of the year is more than just a time for celebration—it’s an opportunity to take control of…

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Close-up of U.S. coins and dollar bills with an upward financial graph overlay. The glowing arrowed line represents economic growth or rising financial trends, symbolizing investment success, inflation, or market performance.

Simple Tax-Loss Harvesting Strategies for Retirement

By Barb / November 18, 2024

The Potential of Tax-Loss Harvesting for Retirees Retirement is a time to enjoy the fruits of your labor, but it also comes with financial challenges—like stretching your savings to cover…

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Happy senior couple sitting on a couch using a laptop. They are smiling and enjoying the moment together, with the man’s arm around the woman. The cozy living room setting includes a green sofa and soft natural lighting.

The $100,000 Decision: Your 2024 Roth Conversion Master Plan

By Barb / November 4, 2024

2-minute read that could save you thousands The Stakes Are High A 60-year-old with a $500,000 traditional IRA could save over $100,000 in lifetime taxes with the right Roth conversion…

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Halloween-themed pumpkin carved with a glowing dollar sign. The pumpkin is surrounded by autumn leaves, straw, and cobwebs on a wooden surface, with additional jack-o'-lanterns softly lit in the background, creating a spooky yet festive financial theme.

Financial Monsters: Your 2024 Money Survival Guide

By Barb / October 28, 2024

Let’s face it—money problems in 2024 can feel like battling monsters. They’re sneaky, unpredictable, and always lurking around the corner, ready to pounce when you least expect it. Whether it’s…

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