James Insights: Retirement
Retirement
Staying on Track With Your Required Minimum Distributions
As the year winds down, it’s the perfect time to review your retirement account withdrawals. Whether you’re taking withdrawals from... Read more »
New Tax Deduction For Seniors: What It Means for Retirees
A New Break for Seniors: What You Need to Know As part of the recently signed legislation—often referred to as... Read more »
Navigating the Financial Implications of Long-Term Care
Navigating the Financial Implications of Long-Term Care When most people envision retirement, their minds often drift to enjoyable activities—perhaps extended... Read more »
How to Balance Retirement and College Savings Without Sacrificing Your Future
If you’re like many of the families we work with, planning for your child’s college education is high on your... Read more »
Social Security’s Countdown Clock: What to Watch for in This Year’s Trustees Report
Why This Report Matters More Than You Think Every year, the Social Security Trustees Report gives Americans a detailed health... Read more »
Should I Retire Before Age 65?
Retiring before age 65 is an exciting goal that includes several personal and financial factors. While early retirement offers more… Read more »
How the Social Security Fairness Act Impacts Your Benefits
On January 5, 2025, President Biden signed the Social Security Fairness Act into law, marking a significant change for many… Read more »
