Tag Archives: IRS.gov

How to Retire Earlier

A pretty accurate definition of retirement is doing what you want when you want to do it. In other words, it’s when you are able to start living life on your terms financially. The amount of time to reach this … Continue reading

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What is An Annuity?

What is an annuity? An annuity is an investment product that pays out a steady stream of income over time during retirement. When you purchase an annuity, usually from an insurance company, you agree to make a lump sum payment … Continue reading

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Retirees Can Visit IRS.gov for Helpful Tools and Resources

The following article was published by the IRS. Retirement can affect someone’s tax situation. Anyone who has retired recently — or who plans to retire soon — can visit IRS.gov for information that can help them prepare for filing their … Continue reading

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How Stores Get You to Spend

Whether it’s clothing, groceries, electronics, or home goods, odds are that you spend more than you should when you go into a store. Why is this? It’s simple marketing. Stores are experts in running promotions and sales that get us … Continue reading

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One Simple Tip to Save Thousands on a Mortgage

The single best tip to getting the best rate on a mortgage is to check your credit score and credit history. Don’t check it just before applying; check it in advance, up to a year in advance of when you … Continue reading

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Stocks and Bonds 101

There is a lot of confusing investing terminology that is out there. As an investor, you may not need to know it all, but you should have a solid understanding of the basics. Here are two basic terms that everyone … Continue reading

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Time for Tax Planning

While the summer is starting to wind down and memories of vacations and beach days are still fresh in everyone’s mind, now is a great time to begin to think about your taxes. Sure, tax day is still a long … Continue reading

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