by admin | Nov 30, 2023 | Uncategorized
It’s hard to think about, but long-term care is an important need for which you should prepare. How much care might you need? On average, women will need 3.7 years of care, and men will need an average of 2.2 years. Approximately half of people turning age 65 will...
by admin | Nov 9, 2023 | Uncategorized
Conversation with: Sean Bailey, Editor-in-Chief of Horsesmouth & Debra Taylor, CPA/PFS, JD, CDFA (WATCH VIDEO) Sean Bailey: Hi everyone. Welcome back to the Savvy Tax Planning Monthly Video blog. I’m Sean Bailey, editor in chief and Horsesmouth. I’m here...
by admin | Nov 7, 2023 | Uncategorized
The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t return to finish the work—even after taking thousands of dollars in payments....
by admin | Oct 5, 2023 | Uncategorized
A single person age 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in retirement, according to Fidelity. In 2023, their estimate for an average retired couple aged 65 is around $315,000. The actual amount you’ll need will depend on...
by admin | Sep 5, 2023 | Uncategorized
Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college preparation is to establish an efficient and...
