Jul 23, 2024
Starting in 2024 more than 11,000 Americans will be turning 65 every day – and that’s expected to last through 2027 when the last of the youngest Baby Boomers reach that magic age! Some are calling it the Silver Tsunami while others call it the ‘Peak 65.’ So, if you’re one of those lucky individuals turning...
Jul 18, 2024
We’ll explore 4 steps that are often misunderstood, but can help you create a more secure and confident retirement. Joining us in this discussion is Blue Heron Capital Financial Advisor Zach Roberts!
Jul 8, 2024
It seems like every dollar you receive these days is taxable income. And with our country’s sky rocketing debt, chances are tax rates will be going up sometime in your future! That creates some real concerns! The good news is that the IRS doesn’t tax everything! We'll disclose things the IRS doesn’t currently tax.
Jul 2, 2024
After decades of paying those Social Security taxes, you may now be shocked to learn that up to 85 percent of your Social Security benefits could be subject to income taxes throughout your retirement years! So, is there anything you can do to help reduce or eliminate taxes on those benefits?