by Jen Zaleski | Sep 29, 2025 | Blog
Retirement should be your reward, not a time to worry about the IRS taking more than their fair share. But with the 2017 Tax Cuts and Jobs Act set to expire at the end of 2025, the window for historically low tax rates is closing fast. In response, Roth IRA...
by Jen Zaleski | Sep 9, 2025 | Blog
If you’re planning for retirement in The Villages, FL, and wondering how annuities work, you’re not alone. With Google searches for annuities skyrocketing over the last 18 months, retirees are looking for dependable, low-stress income strategies that don’t ride the...
by Jen Zaleski | Aug 15, 2025 | Blog
For most of us, helping our kids is a no-brainer; leaving a legacy is a high priority for many retirees, but figuring out how to do that isn’t as simple as drawing up a will. In fact, without proper planning, leaving an IRA to a child who’s more of a saver could cost...
by Jen Zaleski | Aug 1, 2025 | Blog
When we think about retirement planning, many people focus more on money coming IN, rather than money going OUT. We’ve talked quite a bit about how minimizing taxes in retirement is a crucial strategy for maximizing your income, but there’s another factor that is...
by Jen Zaleski | Jul 21, 2025 | Blog
Retirement isn’t as simple as it used to be. Today’s retirees can’t just focus on when they want to downsize or where they want to golf next; they’re juggling responsibilities that much of the previous generations didn’t have to face. Thanks to medical advancements...
by Jen Zaleski | Jul 4, 2025 | Blog
Are you and your spouse planning for retirement, or are you just saving for retirement? It’s an important distinction that people tend to miss. If you’re focused on saving, saving, saving, there’s a good chance you’ll get to “the good years” and have a lump sum, but...
