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Author: Matt

The Challenge of Housing Insurance for Retirees in Florida

Posted on May 4, 2023May 4, 2023 by Matt

This article explores the unique challenges retirees face when securing housing insurance in Florida, such as natural disasters, building codes, high living costs, and limited options, and offers potential solutions for a worry-free retirement.

Is It Wise to Invest in a Timeshare During Retirement?

Posted on May 1, 2023May 1, 2023 by Matt

Learn about the pros and cons of owning a timeshare during retirement to make an informed decision. Discover if it’s a wise investment for your golden years.

The Rising Cost of Healthcare After Retirement: What You Need to Know

Posted on April 27, 2023April 27, 2023 by Matt

Discover the reasons behind the increasing cost of healthcare after retirement and learn how to prepare for this financial challenge.

Tax-Loss Harvesting: A Smart Strategy for Retirees

Posted on April 24, 2023April 24, 2023 by Matt

Learn about tax-loss harvesting, an innovative financial strategy for retirees to reduce tax liabilities, optimize retirement income, and maintain a balanced portfolio.

Debunking Common Misconceptions Retirees Have About Charitable Tax Deductions

Posted on April 20, 2023April 20, 2023 by Matt

Discover retirees’ common misconceptions about charitable tax deductions, and learn how to make informed decisions to maximize tax benefits while giving back to society.

Tips To Overcome Travel Challenges Faced by Retirees

Posted on April 17, 2023April 17, 2023 by Matt

Discover common travel challenges retirees face and practical solutions to overcome them, ensuring a seamless and enjoyable experience during your well-earned adventures.

Understanding Social Security Benefits When Retiring Abroad

Posted on April 13, 2023April 13, 2023 by Matt

Explore how Social Security benefits work for U.S. citizens retiring abroad, including eligibility, payment options, taxes, Medicare coverage, and more.

Get Your Long-Term Care Planning Started Today!

Posted on April 6, 2023April 6, 2023 by Matt

Even though it’s unpleasant to consider, the risk of needing long-term care rises as life expectancy increases. Every one of us has different needs regarding the type and duration of care we receive. While many would like to think otherwise, the fact is that we could be more prepared, at least monetarily.

Retirement Age Increase or Higher Taxes? What You Need to Know About The Reform of Social Security

Posted on March 30, 2023March 30, 2023 by Matt

French workers are flocking to the streets to protest President Emmanuel Macron’s pension reforms, which include an increase from 62 to 64 years old for the country mandatory retirement age. There were protests last week with over a million people in attendance, waste has piled up since trash collectors are on strike, and public transportation has been severely impacted.

Don’t Let Taxes Ruin Your Retirement – 5 Surprises to Avoid

Posted on March 26, 2023March 26, 2023 by Matt

Many taxpayers’ primary financial aim is to have enough money for a decent retirement. It’s also an elusive goal to accomplish. Bloomberg reports that fewer than one-third of working Americans are confident they will have enough money saved to retire comfortably.

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