TEL: 401.374.4673
​
Bristol RI - Conway NH
Articles of Interest
Keeping up with tax and financial planning strategies and tax law changes is almost a full time job in itself. So often I think, this article would be great for certain clients, and then I would move on to the next article or resource, thinking that at some point I will share the information I just read. Of course, work and life gets in the way, and there's only so much time in the day. So I thought, how about if I had one place to reference and link some of the good articles that I'm reading that are applicable and appropriate for some portion of the families that I serve. Wouldn't it be great to share these articles quickly, rather than wait and see if I have time to write my own original content about that topic? And so this page is born. My goal is to tag high quality articles that address the common concerns and financial interests of all of you - the people I value and that I try to serve each and every year. Things change in our lives, rules change, and some topics can be complex, so please read and then ask if you have questions about how a topic might apply to your situation. Finance is very personalized when it's done right. I hope you enjoy this resource that I will compile over time.
This is an easy to read article which provided good general tips on who should consider taking Social Security Retirement benefits as early as age 62 or as late as age 70. Delaying benefits can be an important contributor to retirement income as well as survivor income for some families.
Managing Taxes in Retirement 8/11/2023 by Charles Schwab
This article provides a wide lens view of taxation for most retirees, including sources of income and how the tax is withheld or paid to meet the taxpayer's obligation. It's a great reminder of why most retirees should work with a tax professional. There are often many moving parts.
Retirement Income Style Awareness 7/1/2023 by the Retirement Researcher
This link will bring you to the RISA(R) which is based on Retirement Researcher research that suggests people have different style biases that they should explore and align to their retirement income plan. Many advisors tend to have one 'style' of investment and income planning that they prefer, but retirees may have a blend of attributes they prefer or a different style altogether. Armed with the information from the RISA(R) research and your own personalized RISA(R) score if you wish, you'll be better prepared to make retirement income decisions that you'll feel good about for years to come.
Demystifying Medicare 6/9/2023 by Charles Schwab
​
This article gives the basics of Medicare, Supplement Plans, and optional Medicare Advantage plans, and includes the typical costs associated with them, and who might be interested in one option or the other. This is a complicated topic and one I'm asked about often.