by Chuck Oliver | Jan 8, 2021 | Taxes, News
President Elect Biden’s Major Tax Proposals By Bill Bischoff in MarketWatch.com 1. Higher maximum rate The pre-election Biden tax plan would raise the top individual federal income rate on ordinary income and net short-term capital gains back to 39.6%, the top...
by Chuck Oliver | Mar 25, 2020 | Retirement Planning, Social Security, Taxes
TOP 10 TIPS FOR RETIREMENT PLANNING Looking Ahead to Retirement? Check Out Our Top 10 Tips For Retirement Planning. 1. Snapshot of Your Dream Retirement This might seem simple, but imagine where you see yourself retired whether it is on the beach, in the mountains, or...
by Chuck Oliver | Mar 25, 2020 | Retirement Planning, Social Security, Taxes
Best time to claim social security benefits When is the best time to claim social security benefits? The key is Tax and income Planning to keep the most of your benefits! Baby Boomers are costing themselves millions in Social Security Benefits as new study finds only...
by Chuck Oliver | Mar 23, 2020 | Retirement Planning, Taxes
TOP 8 FINANCIAL TIPS FOR RETIRED BABY BOOMERS 1. Use Your Home as a Source of Retirement Income Home equity is usually the largest source of wealth for people and is usually their single largest holding. Due to this, it is important to understand how you can use this...
