It seems like every dollar you receive these days is taxable income. And with our country’s debt chances are tax rates will be going up sometime in your future! So, that creates some real concerns! The good news is that…
Your Money Your Retirement®! It’s not just the name of our radio show! It’s the driving force in our practice! Today, we’ll review one of the most important chapters in Linda’s book, Your Money Your Retirement, as we focus on…
Will your money last…how will inflation, future taxes and healthcare expenses impact your retirement? Will your loved ones be financially ok when you’re gone? Do you know where your retirement income is actually…
A longer life expectancy can expose women to various financial risks, including the possibility of outliving their assets. How can women help ensure their money lasts as long as they do?
Regularly rebalancing your portfolio is important to managing risk and helping to stay on track for your retirement goals.
Preparing for a retirement that could last 30 years or more is no small feat. With many relying on withdrawals from their 401(k) or similar retirement plans for essential income, preserving and optimizing these funds is important.
A recent survey of U.S. workers shows many Americans are not confident about the state of their finances. Credit card debt, costs of homeownership, and inflation, were cited as main struggles according to Edelman Financial Engines, who conducted the survey.
We’ve all experienced a series of unprecedented events in recent years, from a global pandemic to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what you can do right now to help take back control of your financial future.
There are more than one million tax preparers in the U.S., so there’s no shortage of help when it’s tax time. But how do you find the right help with tax planning for your retirement?
Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement.
Gone are the days when retirees could rely heavily on substantial external support—like Social Security and robust corporate pension plans. Today, not only are pensions a fading memory, but the reliability of Social Security benefits is also increasingly uncertain, placing the burden of securing a financially stable retirement more firmly on individuals.
Lots of Americans are missing a written financial plan and have never talked to a financial planner about retirement. People without a plan tend to feel less confident about their future. So how do you get started on a path to more confidence through planning?
There are 5 financial stages of life, and three of them happen before your retirement years. Your pre-retirement years are where some of the most critical financial decisions are happening and we want to tackle some of those decisions.
We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
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