Teresa’s Tales

RETIREMENT & LONGEVITY   From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising insights. Examining your position can help you […]

People say there is never enough time in a day to complete the things you’d like to get done. I’d have to say, I couldn’t agree any less. Although it is a challenge to raise three boys while trying to buy some time for yourself, that is nearly impossible. Being able to witness this time […]

RETIREMENT & LONGEVITY   With open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare. Medicare’s open enrollment season is upon us. Between October 15 and December 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage. During this time, […]

TAX PLANNING   Tax season is a prime chance for fraudsters to make their move. Learn how to recognize some key strategies to watch out for. Tax season is rife with opportunists who use a multitude of nefarious tactics to get you to part with your money. Increasingly sophisticated, even the savviest tax filer might […]