by Asset Strategy | Mar 28, 2022 | Investing, Retirement Income
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including...
by Asset Strategy | Mar 21, 2022 | Financial Planning, Healthcare & Medicare, Social Security, Taxes & Tax Planning
The Social Security trust fund is now expected to be depleted by 2034, according to a recent report from the Social Security and Medicare trustees.[1] That’s one year earlier than they reported last year, and the pandemic is to blame. Less was collected in payroll...
by Asset Strategy | Mar 14, 2022 | Investing, Stock Market
Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it did 30 years ago. Older workers and retirees understand that they have less time to make up for losses in their investments and to ride out future market crashes...
by Asset Strategy | Mar 7, 2022 | Financial Planning, Healthcare & Medicare
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according to a recent study.[1] Although good health is priceless, it could cost you...
by Asset Strategy | Mar 1, 2022 | Uncategorized
John Gentry AIF®️, CFP®️, CEBS®️, CKP®️Director of RetirementSenior Consultantext. 127 | jdg@assetstrategy.com John D. Gentry, CFP®️, AIF®️, CEBS®️, CKP®️ is our Director of Retirement. John applies his 25+ years of experience to help plan sponsors and participants...
