Retire Wise (Archives)
Retire Wise
Our Retire Wise Monthly Newsletter has moved to the Blog section of our website. Below is the archive of previous articles.
Retire Wise is a collection of articles designed for those close to or at retirement. Take a moment to check back each month for new and relevant information.
- January 2021: Check Your Tax Bracket and Reduce Pandemic Stress
- December 2020: Paying for College and Contact Tracing
- November 2020: Tax Law Changes and Year End Planning
- October 2020: Canceling Credit Cards and Traveling Without Leaving Home
- September 2020: Tax Smart Ways to Help Pay for College
- August 2020: 2020 RMDs and Taxes on Stimulus Checks?
- July 2020: Mid-Year Review During Mixed Up Times
- June 2020: Surprising Facts About Finances in Retirement
- May 2020: What Should You Do When The Markets Move?
- April 2020: Organization and Hobbies
- March 2020: Long Term Care and Taxes
- February 2020: Secure Act and Heart Health
- January 2020: Sound Financial Footing and Online Footprint
- December 2019: 2020 Social Security Changes and Surprise Medical Bills
- November 2019: Year End Planning and 529s
- October 2019: Credit Scores and Open Enrollment
- September 2019: Retirement Worries and SS Review
- August 2019: Working with Social Security and Free Tuition
- July 2019: Wills and Hope
- June 2019: Incapacity Planning and Rideshare Safety
- May 2019: Withdrawal Strategies and Best Apps
- April 2019: IRS Audits and Social Media Fraud