Financial Independence

Here’s a handy 2017 Tax Reference! As a service to clients and readers of our newsletter and blog, here’s a useful summary of important tax information for 2017. Use it to […]

Great retirements don’t just happen, the’re often designed that way! For many Americans, a financially secure retirement is backed by a solid retirement plan. But creating a great retirement plan

Here’s a handy primer to help you understand how Social Security Benefits work: As always, and whether or not you are a current client, if you have any questions please

As you get closer to retirement, it’s important to understand what effect taxes may have on your Social Security Income (SSI) benefits. This post should help you gain a better understanding

The short answer: No, unfortunately, you cannot use Social Security Income or Pension Income to make a Roth IRA or Traditional IRA contribution. The more detailed explanation: The IRS only

One of the things a first time boater quickly learns is that most of the time their boat is off course. Constantly changing factors like wind, current, depth, and waves