Driving around to look at Christmas lights is one of my family’s favorite traditions. Each year the displays in our neighborhood are different, but I find there are always two dominating approaches to holiday decorating. Some houses go big with inflatables, synchronized lights, and lawn decor galore. Other houses keep it simple with
The holiday season brings plenty of to-do lists. There are countless gifts to buy, meals to prepare and parties to host, but before the year wraps up, it’s worth adding a quick check-in on your financial picture too. December 31st isn’t just the end of the calendar year. It’s also a deadline for
Giving back not only benefits your community—it can also benefit your budget when planning for retirement. Charitable contributions can have significant tax benefits for pre-retirees and retirees alike. As with any financial decisions, check with your advisor before making changes. But consider these tax benefits for charitable giving. Tax Benefit: Standard vs. Itemized
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
