by Sean Dailey | Feb 22, 2017 | Tax Planning
When you pay taxes while you are working, it does not seem like such a big deal because you have a consistent paycheck coming in to balance what is being taken out. When you retire, however, taxes become more of a headache. This can be a scary thought if you are...
by Sean Dailey | Feb 21, 2017 | Trust and Estate
As you go through retirement, it is wise to consider putting together an estate plan. Having an estate plan will help eliminate many uncertainties that can come up after death. It will keep things organized and will help with taxes. This will also help you keep in... by Sean Dailey | Feb 21, 2017 | Retirement Planning
If you are seeking professional assistance, it is likely because you want guidance for your financial future. Your investment is like your child. You have watched over it diligently for twenty-five, thirty thirty-five or more years, as it has slowly come to maturity.... by Sean Dailey | Jan 24, 2017 | Retirement Planning
You make an important lifestyle change when you decide to retire. For some, that can be a scary thought. You may have often wondered what kind of lifestyle change it will be. Obviously, your schedule will likely change with not having to go to work full-time anymore,... by Sean Dailey | Jan 19, 2017 | Financial Planning, Investment Planning, Retirement Planning
When one expense goes out the front door, another comes in the window. Now that you are retired, you will very likely have more free time. Based on your activities, will your expenses go up, go down, or stay about the same? A common retirement fear we see at...
