TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
Deena WatsonJanuary 27, 2022
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…
Deena WatsonJanuary 27, 2022
THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…
Deena WatsonJanuary 27, 2022
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…
Deena WatsonNovember 18, 2022
RISK MANAGEMENT: ASSET ALLOCATION Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to…
Deena WatsonMay 9, 2022
What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, this article…
Deena WatsonAugust 30, 2022
Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…
Deena WatsonDecember 12, 2022
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
Deena WatsonJanuary 27, 2022
5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…
Deena WatsonJuly 26, 2022