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Charitable Giving & Your Retirement Plan

December 7, 2021 BY Shanna Tingom, AAMS®

The average individual spends less during their retirement due to a budget. The exception is giving to charitable causes. A study by the WPI (Women's Philanthropy Institute) looked at how households..

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Tax Time Guide. IRS has made some changes!

November 23, 2021 BY Shanna Tingom, AAMS®

Internal Revenue Service has come with an initiative to assist elderly taxpayers. Tax Counseling for the Elderly (TCE) would feature individuals of 60 years and above only. There have been..

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Are There Tax Breaks for Different Generations?

November 16, 2021 BY Shanna Tingom, AAMS®

Getting older has its nuisances as your health starts to decline, eyesight and hearing can deteriorate, you start having aches and pains in unexpected body parts. However, it does have its perks...

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Estate Plan. Do you have one?

November 9, 2021 BY Shanna Tingom, AAMS®

After working hard and building a little wealth, it's incumbent on you to do what's necessary to protect that which you have accumulated. There are several ways you can protect your wealth, including..

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Find Out If You Are Prepared For Retirement