Many of us know that retirement planning is important, and the basic concept of it seems pretty simple. When it comes down to getting serious about it, retirement planning can become overwhelming. Most Americans between the ages of 40 and 60 have less than $100,000 set aside for their golden years as reported by a […]
Most adult Americans know or refer to April 15 th as tax day. While April 15 th is technically the official cut off to turn in your previous year’s tax report to the Internal Revenue Service (IRS), if that day falls on a weekend or holiday the deadline is extended for everyone to the next […]
Federal Tax Deadlines for 2021 (Tax Filing Season Begins Feb. 12)
It is not uncommon to want to pass a home full of fond family memories down to your children and keep it in the family for future generations to enjoy it in the same way that you did. To fill it with their family and continue creating warm memories. When you get down to the […]
Options for Passing Your Family Home Down to Your Children
Back in the mid-90’s the rule of thumb for retirement planning was the Four Percent Rule. This rule was authored in 1994 by a financial advisor, basically stating that retirees should plan to withdraw about four percent from their retirement funds per year to live on with an inflation adjustment each year. This was projected […]