melanie

April 19, 2018

Taxes

Capital Gains and the Tax Cuts and Jobs Act

melanie

April 19, 2018

Taxes

The Tax Cuts and Jobs Act (TCJA) includes many changes that will affect individual taxpayers for 2018-2025. However it maintains the status quo for taxes on long-term capital gains (LTCGs) and qualified dividends....

melanie

April 17, 2018

Retirement

The Cost of Health(care)

melanie

April 17, 2018

Retirement

Many pre-retirees think they don't need to worry about healthcare because they anticipate care costs will be covered by Medicare. But the reality is that Medicare makes seniors responsible for picking up a significant percentage of their cost of care.....

melanie

April 5, 2018

Retirement

Things to Consider When You Retire First

melanie

April 5, 2018

Retirement

The decision to retire is a big one, and there are various factors that are apt to play into it. But what happens if you're ready to pull the trigger, and your spouse isn't?...

melanie

April 3, 2018

Retirement, Taxes

The Taxman Cometh for All

melanie

April 3, 2018

Retirement, Taxes

April 17th (the deadline to file your personal income taxes this year) is just a few days away, so I thought the following article a timely one. As much as we’d love it to be otherwise, yes you do still have to pay taxes in retirement. But what income is taxable and how?...

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