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- May 4, 2022
Should I take my pension as a lump sum?
Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp
- Mar 29, 2022
When should I claim Social Security?
Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered.
- Mar 23, 2022
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities
- Feb 22, 2022
Should I Roll Over My Dormant Traditional 401k
Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...
- Feb 17, 2022
Will Healthcare Change As I Transition Into Retirement?
To help make this analysis easier, we have created the “Will Healthcare Change As I Transition Into Retirement?” flowchart.
- Feb 14, 2022
Pay Stub Review
A pay stub is a valuable source of information when building financial models and evaluating cash flow.