Rightsizing for Retirement

What does your home really cost?

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Latest Blog Post

Tax Considerations for Retirees

February 11, 2019

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are...

Putting a Price Tag on Your Health

January 11, 2019

We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially in the face of temptation or the easy option of procrastination. For some, the monetary benefits of maintaining a healthy...

Making a Charitable Gift from Your IRA

December 17, 2018

Is your annual IRA withdrawal a bother? If you are an affluent retiree, that might be the case. The income is always nice, but the taxes that come with it? Not so much. If only you could satisfy your yearly IRA withdrawal requirement...

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