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Read more about the article Tax Preparation Guide: Key Steps to Consider Before Filing

Tax Preparation Guide: Key Steps to Consider Before Filing

  • Post author:Corey Shevlin
  • Post published:February 3, 2025
  • Post category:Financial Planning/Retirement/Taxes/Uncategorized
  • Post comments:0 Comments

Tax season can feel overwhelming, but proper preparation can make the process smoother and even help you reduce your tax burden. Whether you're filing as an individual or a business…

Continue ReadingTax Preparation Guide: Key Steps to Consider Before Filing
Read more about the article The Presidential Election’s Role in Future Tax Law Changes

The Presidential Election’s Role in Future Tax Law Changes

  • Post author:Corey Shevlin
  • Post published:July 2, 2024
  • Post category:Financial Planning/Presidential Election/Retirement/Taxes
  • Post comments:0 Comments

As the clock ticks towards 2026, the impending expiration of the Tax Cuts and Jobs Act (TCJA) looms over us, promising significant changes to the tax landscape. This shift has…

Continue ReadingThe Presidential Election’s Role in Future Tax Law Changes
Read more about the article How To Retire Without a Pension: A Comprehensive Guide 2024
How to Retire Without a Pension

How To Retire Without a Pension: A Comprehensive Guide 2024

  • Post author:Corey Shevlin
  • Post published:March 28, 2024
  • Post category:Retirement
  • Post comments:0 Comments

Did you know that a significant portion of the workforce is heading toward retirement without the safety net of a pension?  In an era where only a small percentage of…

Continue ReadingHow To Retire Without a Pension: A Comprehensive Guide 2024
Read more about the article How to Save for Retirement without 401K: Step by Step

How to Save for Retirement without 401K: Step by Step

  • Post author:Corey Shevlin
  • Post published:October 31, 2023
  • Post category:Retirement
  • Post comments:0 Comments

Do you lack access to an employer-sponsored 401k and wonder if your chances for a secure retirement are at risk? The 401k plan has long been considered the most important…

Continue ReadingHow to Save for Retirement without 401K: Step by Step
Read more about the article What are Tax Free Retirement Options? A Comprehensive Guide 2024

What are Tax Free Retirement Options? A Comprehensive Guide 2024

  • Post author:Corey Shevlin
  • Post published:October 24, 2023
  • Post category:Retirement
  • Post comments:2 Comments

How can one best prepare for a financially stable retirement? Thoroughly understanding the available retirement savings vehicles is essential. Among the most beneficial strategies for many investors is optimizing tax-free…

Continue ReadingWhat are Tax Free Retirement Options? A Comprehensive Guide 2024
Read more about the article 15+ Best Retirement Gift Ideas: Ultimate Guide of 2024

15+ Best Retirement Gift Ideas: Ultimate Guide of 2024

  • Post author:Corey Shevlin
  • Post published:September 26, 2023
  • Post category:Retirement
  • Post comments:0 Comments

Are you thinking about the perfect retirement gift ideas for someone special approaching their golden years? How do we celebrate such a critical moment, like watching a sunset followed immediately…

Continue Reading15+ Best Retirement Gift Ideas: Ultimate Guide of 2024
Read more about the article Beyond Savings: The Retirement Power of Cash Value Life Insurance

Beyond Savings: The Retirement Power of Cash Value Life Insurance

  • Post author:Corey Shevlin
  • Post published:August 11, 2023
  • Post category:Retirement
  • Post comments:1 Comment

Maximizing Cash Value in Indexed Universal Life Insurance for Retirement Planning Planning for retirement requires careful consideration of various financial tools and strategies that can provide a secure and comfortable…

Continue ReadingBeyond Savings: The Retirement Power of Cash Value Life Insurance

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