Our blog delivers monthly insights on retirement planning and practical financial guidance to support your long-term goals.
rt of their financial strategy. But what’s the right time to file? A Nerdwallet article, Should You take Social Security at 62, 67 or 70? has some useful details. 62 vs. 70 –...
If you’re a caregiver or if you anticipate you may become one, Medicare has made changes you should be aware of. An AARP article, 3 New Ways That Medicare Is Supporting...
Every retiree needs a magic number, which is simply the amount of money you need saved to see you through retirement. Contact our team of retirement planners in Wausau WI to learn...
For those who want to retire well before the typical age of roughly 65, the Financial Independence, Retire Early – or FIRE – technique is gaining popularity. A Kiplinger article, How...
Reliable income is one of the most important parts of your retirement strategy and working hand-in-hand with that is a strategy for limiting your taxes on retirement withdrawals. A U.S....
The Tax Cuts and Jobs Act of 2017 lowered taxes for millions of Americans, but the legislation is due to expire at the end of 2025, which means that if...
By Elaine Floyd, CFP® College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then...
By Debra Taylor, CPA/PFS, JD, CDFA Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise....
One of the strongest potential steps for creating more retirement income, is waiting until you reach age 70 to file for Social Security. A U.S. News and World Report article, How to Delay...
