Taxes are one of the largest expenses that many retirees have. This coupled with an all-time high national debt makes tax planning more important than ever. This checklist is designed to help pre-retirees avoid unnecessary taxes.
According to a study released by United Income, it is estimated that retirees lose an average of $111,000 in income per household by electing the wrong time to start drawing on their Social Security. Find out how to prevent this from happening to you.
Finding the right financial advisor and financial advisory firm to guide you into retirement may seem intimidating. Find out how to understand the things you need to know when making this important decision.
Health insurance can be one of the largest expenses that many retirees have prior to Medicare. This checklist is designed to help pre-retirees avoid unnecessary health care costs following retirement.
The recipe for protecting your estate for your spouse, children, and other beneficiaries requires three steps. Learn more in this easy-to-follow checklist.
Planning for higher education and higher education expenses for your children or grandchildren can be a daunting task. This checklist highlights some of the strategies and tips that families may consider when helping their children or grandchildren prepare for education after high school.
