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Try It NOWCategory: Financial and taxes in retirement
June 25, 2026 — You can probably guess the states that are the most expensive to retire. Yep – Hawaii, Alaska, California, Massachusetts, Rhode Island, New Jersey, Connecticut, and New York are almost always atop those lists. But to find the states where your retirement savings go the furthest –…
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Category: Financial and taxes in retirement
June 17, 2025 — Many Americans are stumped when it comes to understanding important financial and retirement issues. Asked questions related to Social Security benefits, Medicare coverage, employment-based retirement savings, most respondents in a recent study bombed. On average, they only answered two of the six questions on these issues…
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Category: Financial and taxes in retirement
May 31, 2025 — It’s one of those questions that seems so obvious. Of course you ought to be happy – $6 Million dollars! But the answer is, many of us have a hard time with it. Maybe we are afraid you will spend it too fast. The bottom will…
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Category: Financial and taxes in retirement
April 23, 2025 – More than state income taxes, those levied on your property can be one of the most problematic for retirees. That’s because they carry no direct relation to one’s ability to pay – you might have a valuable home,but little savings and income. Property taxes still have…
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Category: Financial and taxes in retirement
April 10, 2025 — Many people in or near retirement got nervous last week as nearly every stock plummeted. Who knows where the market will ultimately go in the wake of Trump’s disrupting tariff moves, but the initial reaction was bad. The S&P 500 experienced a significant decline last week,…
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Category: Financial and taxes in retirement
March 21, 2025 — Finding a tax-friendly location to retire is very important for a significant percentage of retirees. High income individuals often find a state with no income or sales tax very attractive. But other taxes, like those on property or pension and Social Security, can be very important…
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Category: Active adult communities
March 10, 2025 — The 2021 Surfside Towers collapse near Miami killed 98 people and injured many more. The Florida legislature’s response was swift and strict. Now, as those laws go into effect, backlash from the hardships they created is leading to efforts to soften the regs. Already burdened by…
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Category: Best Retirement Towns and States
February 13, 2025 — Good news is coming to 8 states this year when it comes to income taxes. It is part of a trend to lower taxes, make themselves more competitive, and enjoy the surpluses many of them experienced from the Covid years. Others, though, are concerned that the…
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Category: Active adult communities
January 10, 2025 — In a sign of what is to come from Florida’s strict new condo laws, an entire condo building in Fort Lauderdale is for sale. The condo owners can’t afford the millions it will cost to repair it. Damage from saltwater to the building’s foundation is only…
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Category: Financial and taxes in retirement
November 19, 2024 — A number of people are in the fortunate position of having multiple accounts tohat could fund their retirements. They might have IRAs, 401(k)s, 403(b)s, Roths, and/or non-retirement savings and investments. But which one(s) should they tap first when they need money for retirement. Note: We are…
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