Financially Speaking Blog
Medicare Has Made Some Big Changes
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…
62, 67, or 70?
For many retirees, Social Security income is an essential part of their financial strategy. But what’s the right time to file? A Nerdwallet article, Should You take Social Security at…
Your Retirement Magic Number
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…
Here’s How To Retire Early
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,…
You Can Pay Less On Retirement Account Withdrawals
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.…
Taxes May Soon Rise, Here’s What To Do
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…