Mar 22, 2023 | Social Security, Taxes
Weekly Update – 3/22/23 You may not know it, but Social Security income is taxed! However, your tax burden isn’t simply a gross income tax, and there are unique factors that dictate your tax rate and overall tax liability. First, not all Social Security income is...
Mar 15, 2023 | Retirement Planning, Taxes
Weekly Update – 3/15/23 In retirement, it’s not about receiving as much income as possible. During your working years, it might be, but when you’re the one paying yourself, it’s important not to turn your hard-earned savings into a large pile of income that’s taxed at...
Mar 8, 2023 | Retirement Planning, Taxes
Weekly Update – 3/8/23 Thinking about investment strategy may conjure thoughts of stock trading, ticker symbols, brokerage accounts, and investment thesis. But one of the most important factors in developing an investment strategy is the tax aspect. There are several...
Mar 1, 2023 | Retirement Planning, Taxes
Weekly Update – 3/1/23 Don’t wait until April to prepare your taxes! Tax filing preparation is an important process for individuals and businesses. It is the process of gathering, organizing, and submitting tax documents to the relevant tax authorities. The importance...
