Month: May 2021

Tax Laws for the 2020 Tax Year

(And how they may impact your retirement) Several changes occurred in the tax laws for 2020 that may impact your retirement. To help keep you informed, we’ve put together a list of some of them here. Of course, you should always consult a qualified tax professional regarding any tax laws or questions. Please note, Don…

The New Retirement

As we are starting to emerge without masks, this week’s article discusses the ways that COVID-19 has impacted the economy and retirement. “COVID-19 has accelerated many of the trends that were already challenging the outdated study-work-retire model…” and has us rethinking retirement. If you’re feeling less secure about your finances due to the pandemic, you’re…

Retirement Calculator

This week’s article includes a retirement calculator to assist you in determining whether you are successfully targeting what you need for a secure retirement. It even includes information about Social Security (which is calculated on a sliding scale based on your income) and how to allocate for a non-working spouse in your plan. Household income,…

It’s That Time Again

We’ve found an article that offers a recap of changes in tax laws that have come into play for the first time: The 2020 return deadline now being May 17th The acknowledgment of the impact that COVID has had on finances for many of us. Take a glance at the list in the article just…

Limited Time Bonus

Did you hear? A major insurance carrier is offering a larger than ever BONUS on one of its products. It’s too good, and only offered for a limited time! Call us so we can provide you with all of the updated information. (239) 444-5980

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