904.288.0103This years tax deadline is behind us. If you received a refund, what’s your plan? Some taxpayers choose to spend the entire check on clothing, shoes, and their appearance. They…
Two years ago, the current government built their own mark on the United States with what some call the most necessary and important tax reform. The retirement reform that they…
Taxes are on the minds of many as we just passed the 2019 tax deadline. Â Unfortunately, many retirees every year fail to properly account for taxes when deciding things…
Many people spend years dreaming about the day they will retire. They envision spending time in their vacation home’s with their family and friends at their sides. However, for some,…
Before you turn 60 years old, your 401k plan has a set up that you may want to take advantage of. In the past, there has been a lot of…
With each passing year, more baby boomers are reaching retirement age. There is a lot of discussion surrounding the management of retirement savings and how to turn this money into…
Retirement income is not a one size fits all calculation as wants and needs vary significantly from one person to the next. Several factors such as life expectancy inflation, and…
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