If you have flights for Thanksgiving or Christmas planned, you may find extra tension and stress this holiday season. Whether you’re vacationing overseas or seeing family or friends within the US, the following these holiday travel tips can help your trip go more smoothly. Today we will go over some less well-known holiday travel advice […]
Holiday Travel Tips Read More »
Traveling in retirement could be your golden ticket to a different type of freedom, one in which every day offers chances for new experiences and learning. Of course, if you’re the kind of person who loves to travel. Travel can provide the chance to see new places, but choosing to visit one place instead of
How Much Should You Travel In Retirement Read More »
The IRS has strongly urging citizens to do a tax checkup. This may help you steer clear of unexpected tax bills for next year. The agency underlined that a lot of taxpayers would find themselves in a situation wherein they owed taxes if they did not change their withholding or make anticipated payments. Using their
IRS Encourages “End of Summer Tax Checkup” Read More »
Retirement is the day you leave your job, go home, and never look back. Nevertheless, retirement is not always what is anticipated, and a lot of retirees regret the choices they made before quitting their jobs. How much have you prepared yourself for retirement? How much money will you really need? And what about the
Seven Major Retirement Mistakes Read More »
Bonds and market investments aren’t the only assets with the potential to generate higher income right now. Annuities are also offering bigger payments than they were in years prior. Annuity returns are based on market interest rates. Given that interest rates just recently reached their highest level since 2001, overall conditions are favorable for purchasing
How Higher Interest Rates Impact Annuities Read More »
A “solo ager” is a person who, upon retirement, has no family or close friends in their immediate vicinity. Growing numbers of Americans, whether single, widowed, or divorced, live alone, making solo agers more prevalent. Furthermore, many are childless or have adult children who live far away, leaving them on their own. If this applies
Are you a “Solo Ager”? Here Are Some Things to Consider Read More »
You’ve left your 9-to-5 job and are enjoying retirement. However, if you retired early, your Social Security check may no longer be adequate. Perhaps you need to support your adult children or your grandchildren. During retirement, life can often become more expensive than it was before. And, certainly, many of the financial obligations you had
Methods of Generating Extra Income in Retirement Read More »
If you’re looking to retire before 65, or are forced to retire following health difficulties, downsizing, or family circumstances, what will you do for health insurance until you qualify for Medicare? Many Americans retire before reaching the age of 65, whether by choice or need. And health insurance for these early retirees is frequently more
Retiring Before 65? Here’s What You Need to Know Read More »
Retirees must make the most of all the tax breaks that they can. This is especially true for those living on fixed incomes. Every penny matters, you have to make it last. But it’s not always easy to hang onto your money in retirement. It’s not hard to overlook significant tax savings chances, or financial
Tax Breaks For Retirees in 2024 Read More »
With tax season rapidly approaching, we thought we’d remind you what you can do to prepare to file your 2023 federal tax return. The IRS has actually taken steps to help with this. Visit the IRS website to get access to information like steps you can take to make filing easier. We care about you
Preparing For Tax Season Read More »
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Donald L Retallick III, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retallick Wealth Management, and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Retallick Wealth Management but are offered and sold independently by Retallick Financial Group, FL Lic. #L096591 and Donald L. Retallick III, FL Insurance License #P109239.
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