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financial advisors for taxes

3 Ways Your Advisor Can Help You This Tax Season

February 22, 2021

As we enter this tax season, you may realize that your situation has changed. Maybe you were affected by the CARES Act, COVID, or went through a life change such as retirement, or became empty nesters. All of these things can affect how you file our taxes and now is the time to consider them. It’s also a…

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3 Ways to Improve Aging At Home

February 19, 2021

It’s easy to fall into the trap of following a script when it comes to retirement, especially if you’re unsure of how to create your own plan. This “script” can dictate a retirement age, lifestyle, and even important financial decisions. For example, many people assume that they should downsize in retirement or move to a less expensive area…

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stock market

3 Recent Events That Could Show the Future of Your Finances

February 15, 2021

  Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. Recently, the Federal Reserve’s statements regarding interest rates and inflation, as well as the GameStop stock frenzy, may have you wondering how to respond. Let’s look…

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3 Reasons to Love Aging This Valentine’s Day

February 13, 2021

This Valentine’s Day, you may see many commercials for jewelry, flowers, and nice dinners geared towards a younger crowd. Older Americans are underrepresented in media, despite holding a significant amount of wealth and buying power. And although you might not see yourself represented in traditional Valentine’s Day advertising, you probably celebrate in some way. Whether that’s by spending…

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SECURE Act

3 Ways the SECURE Act Could Affect Your Retirement

February 8, 2021

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) recently had its one-year anniversary. It was the biggest piece of retirement legislation to be passed in many years, and it will undoubtedly have a major effect on how many Americans approach retirement and estate planning. It had several aims, from making it easier for workers to…

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You Don’t Have to Downsize to Declutter

February 5, 2021

If your nest isn’t as full as it once was, or you have more time on your hands in retirement, consider decluttering. Even if downsizing in the near future isn’t part of your desired retirement lifestyle, having less clutter in your living space and better organizing the remaining stuff can help make a world of difference. If you’ve…

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retirement taxes

Concerned About Taxes On Your Retirement Account?

February 1, 2021

You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be significant, between investment income, rental properties, pensions, Social Security, and retirement account withdrawals. Starting at age 72, you likely must take Required…

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Queen Elizabeth’s Best Practices

January 29, 2021

At almost 95 years old, Queen Elizabeth II works a full week and carries out more public engagements than many of the younger royals.[1] How does she maintain her energy in her old age and manage to accomplish so much? Being royalty doesn’t make you super-human, but maybe her lifestyle holds some answers. Here are 3 of Queen…

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taxes in retirement

3 Reasons Why Your Tax Burden Could Increase In Retirement

January 26, 2021

Most people assume that their tax burden will dramatically decrease in retirement once they stop receiving a paycheck, but this isn’t always true. A high tax bill is one retirement risk to be aware of and to try and mitigate. We may be experiencing relatively low taxes right now, but a change in leadership in Washington and a growing national…

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tax planning

3 Reasons to Review Your Tax Strategy

January 25, 2021

Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming. President Biden and Vice President Harris proposed several tax-increasing measures on the campaign trail, and it’s important to consider how they could affect you. Here are 3 reasons to…

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Rick Barnett has appeared on the following networks and publications:

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