Archive for September 2019

Assessing your Mortgage Situation in Retirement

When it comes to retirement preparation, a common benchmark goal is having one’s mortgage paid off. This typically removes a large, ongoing payment from the budget and can reduce retirement expenses substantially. Some people even schedule their retirement just after their final payment date. Here’s an even better idea: Schedule your retirement date six months…

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Taxes and Benefits

Whenever a presidential election comes around, Americans can expect to hear more about the campaign trail and less about upcoming bills and legislations. There is no exception with the 2020 election looming on the horizon. As of July 1st, the largely Democratic House of Representatives had passed 169 bills in 2019, while the Republican-majority Senate had…

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