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Retirement: The Best Timing Strategies for Couples

01 December, 2021, Fiduciary Financial Services

Staggering your retirement date from your spouse may benefit you both Many working couples dream of the day when they can retire and sail off into the sunset together. However, couples should consider whether retiring at the same time is the wise choice. There are both financial and emotional ramifications to retiring simultaneously compared to having one spouse work longer …

5 Mistakes Couples Make When Planning for Retirement

11 November, 2021, Fiduciary Financial Services

Steps you can take to avoid disagreements over spending and much more You’ve looked forward to retirement for decades — the chance to slow down the pace, to live in a different place, to see parts of the world you’ve only dreamed of, to spoil the grandkids just a bit. But if your spouse or partner has a different vision, …

How much is capital gains tax?

22 September, 2021, Fiduciary Financial Services

How much is capital gains tax? It depends on how long you held the asset and your income level If you earn money from the sale of a capital asset — your home, part of a business, stocks, or bonds, for example — that profit may be subject to capital gains tax. There are two categories of capital gains: short …

HOME SWEET HOME – AMERICANS WANT TO AGE IN PLACE

07 July, 2021, Fiduciary Financial Services

IDENTIFY RETIREMENT STRATEGIES TO PUT IN PLACE NOW—LIKE ANNUITIES— TO LIVE RETIREMENT ON YOUR TERMS. As the pandemic thankfully wanes, we are starting to see its impact and long-term repercussions on retirement planning and security. One thing that hasn’t changed is Americans’ overwhelming desire to age in place. The U.S. Centers for Disease Control defines “aging in place” as “the ability to live …