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Keeping Your Informed with Financial News and Tips

5 Things to Do Before Filing Your Taxes
March 7, 2023

With the income tax deadline looming on April 18, now is the time to start planning for your 2022 tax return. But before you sign that return, consider these five tips which could save you money. Open or contribute to an IRA. If you don’t already have an Individual Retirement…

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Ready for Retirement? Answer These 3 Questions and Find Out!
February 20, 2023

Some people love their jobs, and then there’s the rest of us! Those of you in your fifties and early sixties are probably wondering if you can retire and begin enjoying the most relaxing and fun years of your life. Answer these three questions, and you can get a good…

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Make 2023 IRA Contributions by April 18
February 6, 2023

You probably know that maxing out your retirement plan contributions each year can earn you a significant deduction on your income tax return. So if you forgot to contribute the full allowable amount(s), you might be kicking yourself right now as tax filing season begins. Well, we have good news:…

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5 States That are Friendly to Retirees
January 16, 2023

Once you retire, you will no longer be tied to a particular location due to your job. Many of us choose a new location for retirement, based upon proximity to family, climate, lifestyle, and other factors that are important to us. Have you considered taxes? Once you’ve transitioned to your…

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