Taxes

Planning for retirement. We spend most of our working career preparing for it, saving for it, covering every contingency. When you finally wave goodbye...

Taxes

A Retiree’s Financial Worry List

Bob Williams - July 28, 2021 0

59% of American adults are worriers. You probably know some of them. You might even be one. Worry doesn’t attack just young or old,...

heap of american money cash and vintage light box

Taxes

Tax Loss Harvesting (VIDEO)

Bob Williams - March 3, 2021 0

Taxes

10 States with the Lowest Cost of Living for Retirees

Bob Williams - September 27, 2022 0

You’re thinking about retirement. In fact, you’ve been thinking about it and planning for it a long time. One of the questions you have...

Taxes

How Much Are You Losing in Your Flexible Spending Account?

Bob Williams - May 4, 2022 0

Your company offers a Flexible Spending Account (FSA) that allows money to come out of your check before taxes and then you use that...

Taxes

What You Can Do with a 529 Education Savings Accounts

MyPersonalCFO - May 7, 2025 0

529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in...

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A Retiree’s Financial Worry List

Tax Loss Harvesting (VIDEO)

10 States with the Lowest Cost of Living for Retirees

How Much Are You Losing in Your Flexible Spending Account?

What You Can Do with a 529 Education Savings Accounts