by Gary Raetz | Jan 25, 2016 | Retirement
The holidays are over, and now it’s everyone’s favorite time of year: Tax season! Okay, so maybe it isn’t your favorite time of year, but you can bet criminals enjoy it. Every year, con artists scam tax payers out of millions of dollars by launching...
by Gary Raetz | Jan 17, 2016 | Retirement
For most retirees, Social Security makes up a meaningful portion of their income. If you’re nervous about the prospect of living on a fixed income for the rest of your life, take these steps to ensure that your reap as much from Social Security as possible....
by Gary Raetz | Jan 11, 2016 | Retirement
You can’t wait to retire one day, but the decision can also be a nerve-wracking one. Will you be able to live on a fixed income for the rest of your life? What if you haven’t planned for an adequate stream of income in retirement? These questions might...
by Gary Raetz | Dec 14, 2015 | Retirement
In the midst of the holiday season, the last thing you want to think about is your income taxes. But since this is the season of giving, and charitable donations can add up to a valuable deduction on your federal income tax return, it makes sense to plan carefully...
by Gary Raetz | Dec 7, 2015 | Retirement
As you plan for retirement, you will be approached by financial advisors who want to help you manage your money. Any experienced and skilled financial advisor understands financial markets, has plenty of general knowledge about retirement, and probably boasts a long...
by Gary Raetz | Nov 19, 2015 | Retirement
As you plan for your retirement, you will likely be faced with many decisions about Social Security. Many retirees focus on when to claim their benefits, but another question they should be asking is, “How should I claim my benefits?”. For married people, how they...
