by munnmorris | Dec 8, 2020 | Articles of Interest, Financial Planning, Long Term Care, Retirement
Retirement income typically comes from savings, an IRA, a 401(K) and Social Security benefits. However, enjoying truly rewarding golden years will prove much easier if you minimize your tax burden. Prudent tax strategies minimize the amount of money that is redirected...
by munnmorris | Oct 21, 2020 | Articles of Interest, Financial Planning
The beauty of being an empty nester is knowing your children are now fully independent and leading their own successful lives. And let’s not forget to mention all the financial opportunities that have opened up now that you’re not fiscally responsible for multiple...
by munnmorris | Aug 13, 2020 | Articles of Interest, Financial Planning, taxes
There comes a time when even the most independent of parents will need to start relying on their children, especially when it comes to money. but control is a big deal — no one likes to give it up, especially those who have been taking care of themselves for decades....
by munnmorris | Jul 21, 2020 | Financial Planning
Below are four simple suggestions that can help you increase your financial confidence. Get organized: Not too long ago, it didn’t take much work to organize your finances. Unless you were very wealthy, money matters were fairly straightforward. You could easily store...
by munnmorris | Jul 20, 2020 | Financial Planning, News, Retirement
Signed into law by President Trump on December 20, 2019, the “Setting Every Community Up for Retirement Enhancement Act”, also known as the Secure Act, is intended to increase access to tax-advantaged retirement accounts, helping older Americans in...
by munnmorris | Jul 17, 2020 | Financial Planning, Retirement
When you’re young, the idea of retirement is shrouded in idle thoughts of what you’ll do when you don’t have to work anymore. But while those fast approaching retirement may have a clearer view of what is to come, in some ways, they are just as unaware of what is...
