Age 64 in Palm Harbor Florida? Prepare to Sign Up for Medicare
This is the time to arrange lifelong health coverage. Age 64 is the age when you are reminded to sign up for Medicare. The sign-up period...
TSP Withdrawal Options Are Changing for Florida Residents
New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new withdrawal...
How To Manage Student Loan Debt
A review of some options for federal and private loans. Are you dealing with student loan debt? Have you explored ways to try and...
Income Matters More Than Savings in Retirement
A recent poll of pre-retirees affirms income is key to retirement. Steady income or a lump sum? Last year, financial services firm TIAA...
Do You Have Enough in Reserve for 2018?
Build your emergency fund this year. How much does the average American household have in the bank? Estimates vary, but the short answer...
Congress Passed the Tax Cuts & Jobs Act
What will the near-term impact be and how will it affect you? On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final...
The Gift Tax
Most of us will never face taxes related to money or assets we give away, but for some it's important to understand how the Gift Tax...
Considering Tapping Your Retirement Funds? Resist the Temptation
Your future self will thank you. Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are...
1099 Workers Must Prepare for Tax Season
The little things independent contractors should do before April. Do you freelance or run a business on the side? You have a complicated...
Retirement Plan Contribution Limits Rise in 2018
Slight increases have been made due to mild inflation. You will be able to put a little more into your workplace retirement account in...
