By Michael Neuenschwander, CPA, CFP® ,Outlook Wealth Advisors LLC Kim Franke-Folstad contributed to this article. Kiplingers – June 25, 2019 Every money move you make (or that you fail to make) has potential tax consequences, either now or down the road. Take some actions today to put yourself in a better position for the long term. With…
Katie Winterburn, MoneyWise•August 13, 2019 Do you dream of becoming a millionaire? Getting there isn’t the easiest thing to do. The road to prosperity and financial freedom is paved with responsible money choices, planning and a heck of a lot of goal-setting. You can learn from people who have already joined the seven-figure club. To help enrich…
Lew knew he and his wife would be living independently when they moved to a retirement community. Their move, unfortunately, was made out of necessity as his wife dealt with chronic obstructive pulmonary disease. After a year in the retirement community they moved to, she passed away. Lew, a retired P&G manager, said his children…
Do you find yourself struggling with letting go of some of your most precious keepsakes? Consider these practical and creative ways of repurposing your treasures while still downsizing. Furniture Begin by considering where in your home you are in need of storage, seating or updating. By doing this you can avoid purchasing new items by…
All aboard! Get ready to be amazed by landscapes and history that you just can’t see by plane or car. Climb aboard a luxury railcar and get a front-row seat to witness breathtaking views of the Canadian Rockies. Roll through the unspoiled wilds of Scotland or set eyes on storybook villages in Switzerland. Sit back…
Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.
These financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results, nor do they represent the performance of any specific investment or product.
Our firm provides links to third-party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or website does not constitute a representation of the services offered by our firm, nor does it constitute an endorsement by our firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.