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Our Weekly Blog

High expectations for retirement  Thumbnail

High expectations for retirement

Perhaps most concerning is that when people are thinking about retirement income sources, they believe that earnings from work and their employer’s 401(k) or 403(b) are going to be major sources of income in their retirement years. These were the two areas of biggest disappointment, especially work for pay.

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Why You Must Call Me

First, these scammers are very good at what they do. They have done it many times before and will continue doing it many more times. They tend to catch people at times where they might not be thinking clearly, and they instill a sense of urgency.

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Make giving pay: Using your IRA to make charitable gifts

If you are trying to make the world a better place, giving to charities is probably part of who you are. And, if you are fortunate enough to have accumulated a large retirement account, you may have a special opportunity to use your IRA or 401(k) to make gifts that can reduce your tax burden.

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How Will the Inflation Reduction Act Help Me?

Tax credits for energy related home improvements. – The bill includes a 30% tax credit for installing energy efficient windows, heat pumps, and newer appliances. There are tax credits for installing solar panels and up to $14,000 in rebates for upgrading to higher efficiency appliances.

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Avoiding a mess in your golden years

Having the proper documents and plans in place well in advance is one of the best ways to avoid big problems at a time when your family will likely be emotionally stressed about your declining health. An estate planning attorney can assist with identifying your needs and then crafting the appropriate documents to protect you and your family. Basic documents include a will, durable powers of attorney, and health care proxy. At a minimum you need these (one set each for couples) if not additional documents such as a revocable (living) trust or irrevocable trust.

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