Many of us know people who needed to continue working into retirement in the wake of the 2008 financial crisis. There are benefits and risks to having a diversified investment portfolio, but it would be helpful to know what’s too risky—and what’s too …
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Our topic on this episode of the Ready for Retirement podcast is whether you should retire with a mortgage. Many people believe that carrying a “small” mortgage into retirement with them will be advantageous in terms of tax deductions, but the …
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On this episode of the Ready for Retirement podcast, James tackles the topic of how much money you will need to retire. Many people have an inflated view of their retirement needs, thinking that they will need to save dollar for dollar what they …
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In this episode, James discusses one of the biggest questions about retirement: when should you collect Social Security? There are many opinions about this topic which is why it’s important to understand Social Security and your personal …
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In this episode, James talks about key factors that might influence future tax policy. This is especially important for retirees and soon-to-be retirees because a change in your tax bracket could affect your income in retirement. We cannot see into …
[Read more...] about What Should You Expect Taxes to Be in Retirement?
