<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=698568180279197&amp;ev=PageView&amp;noscript=1">

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..

Read More

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...

Read More

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..

Read More

Budget For Retirement Travel

November 2, 2021 BY Shanna Tingom, AAMS®

For many people, the dream of traveling in retirement is strong. You may want to plan trips to see your adult kids and grandkids a few times per year, and you likewise may have bucket list trips in..

Read More

Healthcare could be Your Biggest Expense in Retirement

October 26, 2021 BY Shanna Tingom, AAMS®

No matter what your age is, its important to start preparing for the time when you eventually retire. One of the biggest financial issues you may encounter while youre ready to stop working is how..

Read More

10 Reasons You'll Love Being Retired

October 5, 2021 BY Shanna Tingom, AAMS®

If you are like many people, you are probably looking forward to the time when you can retire. It marks the end of an era and serves as a reward for all the hard work you have done over the years...

Read More

Laid Off Before You're Ready To Retire?

August 4, 2020 BY Shanna Tingom, AAMS®

If you have been one of the many impacted by COVID-19 and you’re closer to retirement than some, then you should look through these tips to see what you can do to overcome this problem.

Check Your..

Read More