by Kenny | Sep 29, 2023 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Take inventory of your assets and your strategy, or you could regret it later Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but...
by Kenny | Sep 21, 2023 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Take these write-offs on your 1040, even if you don’t itemize your return Doing your taxes is a hunt for ways to minimize your income: The lower your income, the less tax you pay. For most retirees and pre-retirees, this means taking the standard deduction and moving...
by Kenny | Sep 8, 2023 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
And 7 ways to make things easier for yours Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die? Planning for death-related events isn’t fun, so you may be procrastinating. Or you may be...
by Kenny | Aug 30, 2023 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
These stealthy cash drainers could be costing you big bucks Yes, you can save a lot by cutting out the little pleasures in life. Nonessentials like caffe lattes and premium channels can really add up. But life is too short for mediocre coffee! The good news is that...
by Kenny | Aug 25, 2023 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Facing an insecure financial future, America’s ‘neglected middle child’ may have to chart a different path to post-work life For years, Mike Cundall Jr. thought he was on the proper path to retirement. A professor of philosophy at North Carolina...
by Kenny | Aug 17, 2023 | Blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
Inflation, stock swings and more erode Americans’ confidence in future financial security When it comes to retirement readiness, many Americans are feeling disillusioned. A spring Gallup poll found that only 43 percent of nonretired adults expect to live out their...
