April 2021
Watch Out for Scams During Tax Season
Return prepare fraud can be very common during tax season[1] and scammers tend to target older adults. Digitization has made [...]
4 Types of Retirement Income and How They’re Taxed
Taxes don’t stop when you stop receiving a paycheck. If you have multiple sources of income in retirement, your tax burden co [...]
Is a Big Retirement Move Right for You?
Some people dream about retiring and jetting off to a tropical location to start a new life. In reality, the majority of peop [...]
March 2021
The Pandemic Won’t Be the Last Retirement Challenge You’ll Face
The pandemic has been hard on Americans nearing and in retirement, but there are likely other obstacles coming. Increased gov [...]
Handle Life’s Busy Seasons Like An Accountant During Tax Season
Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, [...]
5 Things to Know About COVID and Your Taxes
We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect y [...]
Age Does Come Before Beauty
Despite the fact that America has an aging population, there is ample evidence of ageism happening around us. The way we perc [...]
Are You Close to An Important Birthday?
When we think about important birthdays, we think of 18 and 21, but what about 59 ½ or 72? Just because you’re older doesn’t [...]