As an Amazon Associate we earn from qualifying purchases.
New: Community Explorer. Discover Your Perfect Community Quickly Based on Lifestyle, Amenities, and Unit Type.
Try It NOWCategory: Financial and taxes in retirement
October 15, 2024 — As if Florida condo owners didn’t have enough to worry about. A deadly duo of hurricanes caused suffering and loss of human life. But Condo buildings 3 stories face other kinds of challenges, as December 31 deadlines for Florida’s stringent new engineering inspections and reserve studies…
more...
Category: Financial and taxes in retirement
Sept. 1, 2024 –You could write a best seller on the ingenious ways criminals use to steal money from people, especially those over 60. These crooks capitalize on a sense of trust to drain senior retirement accounts with ploys like asking for help on stamping out corruption, or rescuing a…
more...
Category: Financial and taxes in retirement
August 6, 2024 — The New York Times reported on a phenomenon that is literally uprooting retirees and others in Florida and elsewhere. In “Skyrocketing Insurance Is Clobbering Consumers” the Times reported on the crippling escalations in homeowner insurance that are forcing many homeowners out of their homes.
more...
Category: Financial and taxes in retirement
May 15, 2024 — Many people are eager to quit their jobs and enter the ranks of retired. Spending their days golfing, relaxing, fishing, socializing, etc. But for more people than you think, retirement doesn’t stick. Florida NPR has a great podcast that explains how and why some Florida…
more...
Category: Financial and taxes in retirement
April 20, 2024 — The Dow Jones average is up over 10% in the past year, and the S & P 500 could hit its all time high of 40,000. If you have investments in the stock market that has probably been sweet music for you. But you might be…
more...
Category: Family and Retirement
March 27, 2023 — If that is an unpleasant question, it certainly is. Less than half of Americans have discussed their end of life plans with a relative. The result of that inaction is incalculable trouble and work for those left behind. Like finding out that all your money is…
more...
Category: Financial and taxes in retirement
March 12, 2024 — The vast majority of people for whom Social Security is their only source of income generally won’t pay any taxes on their benefits. But it might come as a surprise to others that their Social Security benefits could count as taxable income. People with enough revenue…
more...
Category: Financial and taxes in retirement
February 26, 2024 — Choosing an investment firm to manage retirement savings and IRA and 401(k) investments is an important task, no matter how small those might be. But which of the big 3 investment firms is best – Schwab, Vanguard, or Fidelity? In this article we outline how to…
more...
Category: Financial and taxes in retirement
January 9, 2024 – People contemplating retirement often wonder what is the Maximum Social Security Benefit is 2024. That is the benefit received by high earners who have maximized their FICA payments for 35 years, and who waited until age 70 to collect. The answer is pretty impressive – the…
more...
Category: Financial and taxes in retirement
December 7, 2023 – Some people ask, am I required to take an RMD this year (Required Minimum Distribution) from my IRA or 401(k)? It is a good question because of recent changes in the law (SECURE 2.0). The actual answer depends on your age. If you were born in…
more...
