Tag: income planning
7 Reasons Why Financial Literacy Is Critical to Retirement Planning in Central Pennsylvania
Retirement is an exciting milestone, but it can also be intimidating. You’re not alone if you’re unsure whether you’ve saved enough or how to make...
Spring into Security: Tackle Longevity Risk and Refresh Your Retirement Plan in PA
Spring is the season for new beginnings, and while we clean and restore our gardens and homes, it’s the perfect time to overhaul your retirement...
Healthcare and Life Insurance Coverage in Retirement
According to sources like NerdWallet, the average age at which people choose to retire in the United States is around 62. This significant life milestone...
Estate Tax Tactics: Save Your Legacy from the IRS
Estate taxes can significantly cut into the wealth you’ve accumulated over a lifetime and impact the legacy you wish to leave behind. Your reliable Central...
Social Security and Retirement Income Planning Tips
Retirement is one of life’s most significant financial milestones, so careful planning is essential to living the life you and your spouse envision. Think of...
PSERS/SERS, Annuities, and Pension Planning
Retiring from a state job in Pennsylvania requires thoughtful planning. If you’re a Pennsylvania State Employees Retirement System (SERS) participant or are in the Public...
RMDs: The Hidden Tax Burden on Your Retirement Distributions
As you approach retirement, you may focus on managing your savings effectively to ensure you don’t outlive your assets and income. However, one often-overlooked element...
2025 Tax Hacks for Retirees: Slash Your Bill Now
It’s exciting to think about the day you are ready for retirement. You may be planning extensive travel, reducing your golf handicap, or finally slowing...
Kickstart Your 2025 Goals With a Year-End Financial Checklist
As 2024 nears its inevitable end, now is the perfect time to focus on organizing your finances and setting the stage for a prosperous 2025. ...
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