Want to read the full report? If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than not. That’s an important adage to keep in […]
Federal Income Tax Calculator Federal Income Tax Calculator Taxes are unavoidable and without planning, the annual tax liability can be very uncertain. Use the following calculator to help determine your estimated tax liability along with your average and marginal tax […]
Want to read the full report? The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet that almost every great coach in nearly every sport has shared that same philosophy. Just think about some of the […]
The Only Investment Book You Really Need! Dave is a good friend with whom I’m in a national study group; check out his Amazon best seller! Maximize your retirement and focus on income and master the “inside game” armed with […]
Market Volatility and Nervousness Are Back After a summer of eerie calm and irrational record highs, volatility has returned to the financial markets just in time for fall – but for how long, and how bad could it get? No […]
Most qualified retirement plans offer significant tax benefits – if you’re willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keoghs, SEP-IRAs and traditional IRAs available for specific needs, and […]
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety net of income for individuals too old or disabled to […]
How Living Expenses Change During Retirement There are some upsides to being a retiree – senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them. On the other hand, mature Americans must contend with worrisome issues such […]
Social Security was never designed to be an individual’s sole source of retirement income. Instead, it was meant to bridge the gap between people’s income from pensions and savings and their monthly expenses. Today, however, nearly two-thirds of all seniors […]
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