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Retirement tax mistakes

What Tax Mistakes Should I Avoid In Retirement?

POSTED ON: April 1, 2021 BY: Kyle Krull
Tax mistakes in retirement can threaten financial security. Saving for retirement is important. We have all heard this, yes? You need money to pay for bills, mortgages, food, and vacations. Once you enter retirement comfortably, you may be less than careful with your finances. According to a recent Money Talks News article titled “5 Tax […]
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Senior citizen

What Qualifies Someone as a Senior Citizen?

POSTED ON: March 1, 2021 BY: Kyle Krull
The status of "senior citizen" can seem hard to define. The term senior citizen is commonly used in the United States. For some, this term is decades away from applying to them. For others, it is closer than they realize. Still others may be considered senior citizens and be blissfully ignorant of this fact. According […]
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roth ira and retirement

How Can a Roth IRA Benefit My Retirement?

POSTED ON: November 13, 2020 BY: Kyle Krull
A Roth IRA can help you achieve greater financial security in retirement. After you enter retirement, your daily living expenses do not suddenly disappear. You still have bills to pay and groceries to purchase. Many people also have mortgages and other debts to pay off. When you add up these figures and the typical increase […]
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medicare plan

Should I Change My Medicare Plan?

POSTED ON: October 1, 2020 BY: Kyle Krull
You could save money on your Medicare plan with appropriate planning. The start of autumn means Medicare open enrollment is drawing near. If you are currently enrolled in Medicare, you are likely aware of this fact. In fact, you have likely received an “annual notice of change” from your Medicare plan. According to a recent […]
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What are Duties for Financial Powers of Attorney?

POSTED ON: May 18, 2020 BY: Kyle Krull
Financial Powers of Attorney grant both authority and responsibility. You have been granted financial power of attorney. This action speaks to your character and trustworthiness. You are flattered. You are also a bit worried. And with good reason. You are not quite certain what responsibilities (and potential liabilities) you have under the financial power of […]
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What Should Retirees Considering Marriage Do?

POSTED ON: March 31, 2020 BY: Kyle Krull
Retirees considering marriage should evaluate several factors. You are in your later years. While in retirement, you have found purpose elsewhere. You have found love. Should you tie the knot? According to a recent Kiplinger article titled “Financially, Marriage Makes a Lot of Sense for Retirees,” retirees considering marriage should weight the pros and cons. […]
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