Financially Speaking Blog
Retirement Advice for Those Nowhere Near Retirement
It’s valuable to share insights and information with everyone who is on their journey to retirement – but it can be easy to focus more on those who are closer…
Gift vs. Inheritance: Consider the Tax Difference
Thus, the basis can be an important factor when deciding whether you should gift assets now or transfer them to heirs at your death. Capital Gains Taxes Capital gains and…
How To Get Over Retirement Fears
As it’s depicted in popular culture and advertising, looking ahead to retirement is a time of great excitement and optimism. After all, if you’re in your 60s, you’ve likely been…
Five Tips to Regain Your Retirement Savings Focus in 2021
1. Consider increasing your savings by just 1%. If you participate in a retirement savings plan at work, consider increasing your contribution rate by just 1%, and then consider increasing…
5 Situations When You May Want to Pause Retirement Savings
Being financially healthy throughout your journey to retirement is just as important as being financially healthy once you retire. For that reason and inspired by a recent U.S. News and…
Your Estate: Have You Looked at These Legal Documents Lately?
If you haven’t prepared certain estate documents, or the ones you have are out-of-date, your intentions could easily become a matter of dispute. The courts might have to make critical…