904.288.0103The Forty-hour work week paired with a busy schedule tends to be a recipe for stress and burn out. While practicing daily self-care in small increments is an important piece…
Planning for retirement allows for many considerations and avoiding Probate is one of them. The good news is if you own a retirement account and have named beneficiaries, the account…
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) recently passed in the House of Representatives by a margin of 417-3 last Thursday. The bill is slated to…
It is never too early to begin thinking about retirement. Even if that season of life is decades away for you, the financial decisions that you make now can have…
Although we assume many of our readers know what a 401(k) and an IRA are, let’s cover these quickly. What is a 401(k)? 401(k) retirement, savings, and investment accounts are…
Individuals working for years and planning for retirement ultimately lead to be dynamic go-getters who don’t want to think about the limitations and possible incapacitations of old age. However,…
Social Security is one of the main benefit programs for workers in the United States. At some point, almost everyone will collect something from Social Security. If you are getting…
This 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…
