Let’s face it – hitting your 40s is a pretty big deal financially. You’re likely at your peak earning years, but you’re also juggling multiple responsibilities and can see retirement on the distant horizon. I’ve spent years helping folks navigate this critical decade, and I’m gonna share the most important money moves you should be … Read more
The Perfect Retirement Safety Net (For Some) I’ve been researching retirement options for years and if there’s one thing I’ve learned, it’s that annuities are seriously misunderstood. Some financial advisors push them on everyone, while others act like they’re a total scam. The truth? They’re somewhere in between – perfect for some retirees completely wrong … Read more
After spending most of our lives working, it’s normal to start to ask ourselves questions like, when can I retire? Do I have enough in my pension? Can I retire at 55? Retiring at 55 is a genuine possibility for some people. To retire at 55 is a goal that many people share, it allows … Read more
In general, file and prepare the final individual income tax return of a deceased person the same way you would if the person were alive. Report all income up to the date of death and claim all eligible credits and deductions. If the deceased had not filed individual income tax returns for the years prior … Read more
Are you approaching your late 50s and wondering why financial advisors keep mentioning age 59.5? You’re not alone! This seemingly random half-birthday actually marks one of the most significant milestones in your retirement journey. In this article we’ll break down exactly why turning 59.5 is such a big deal and what opportunities it opens up … Read more
Ever found yourself daydreaming about retirement during a particularly stressful workday? You’re not alone! The question of when to retire isn’t just about having enough money in the bank—it’s also about maximizing your health and longevity After all, what good is retiring if you’re not healthy enough to enjoy it? As a financial wellness blogger … Read more
Probate can cause a lot of stress during an already difficult time. This guide breaks down the probate timeline to help alleviate that stress and simplify process. Probate Court is the process of settling a persons Will after their death. During Probate, a court judge determines the validity of the Will and appoints an Executor … Read more
In a relay race, any runner will tell you that handoffs are the difference between winning and losing. If you can’t move the baton smoothly from one person to the next, you don’t stand a chance—no matter how fast you are! When it comes to building wealth, you have your own handoff to manage. You … Read more
Trusts can be an excellent way to manage your assets and protect your family. However, if you are considering selling a house in a trust, it can be difficult to know where to start. This is because there are specific procedures that must be followed to complete the sale. Itâs not a question of simply … Read more
If you’ve been appointed to serve as Executor, you may be curious about how and when an Executor pays beneficiaries of the estate? Read to find out! When we hear one of the words Will, probate, or estate, most of us think about the people inheriting money — the beneficiaries of an estate. The truth … Read more
