While we have moved forward into a new year, many of the challenges we faced in 2020 and 2021 are still with us. Many families continue to struggle to find work. They have come to rely on the services provided by their communities. There are several strategies that you can employ that will ensure that your dollars are directed to a cause you care passionately about while providing you with potential tax savings. Before embarking on any of these strategies, please consult your accountant and your financial advisor. Gifting securities is particularly appealing for those who have large capital gains …
Adding Value To Your Benefit Package with Long-term Care Insurance
Employers: Are you offering Long Term Care insurance as a benefit to your employees? Even those with substantial incomes and adequate retirement savings are concerned with how they would cover the costs of medical care for themselves or their loved ones, this benefit holds positive implications for staff retention and productivity. Let me help you to understand your options. Click here to learn more.
Collecting Social Security While Working
According to a 2018 report prepared by the Stanford Center on Longevity, most American workers have not saved enough to allow them to retire at age 65 while maintaining their current standard of living. In 2019, a record number of American workers have lost their jobs, further diminishing their likelihood of a fully funded retirement. Many senior citizens are forced to seek employment in order to supplement their social security benefits which alone are unable to sustain them. This report will examine the implications of working while collecting social security, and what you can do to minimize the impact to …
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