Social Security's 2025 Adjustments: What Retirees Need to Know
In today's post, I'll share how I review the annual Fact Sheet release and what these adjustments mean for the financial planning I do with retiree clients. These adjustments are crucial for retirees as they directly impact their income and financial stability in retirement.
Why Early Retirement Roth Conversions Can Matter: Navigating Tax Brackets After Spousal Loss
Married individuals often overlook a crucial aspect of long-term financial planning: preparing for the day when only one spouse remains. While this reality is unfortunately inevitable and could occur at any moment, it's a topic I'd like to address today