Wealth For Good

  • Medicare 101: Planning, Filing, and Ongoing Concerns

    In his article you will learn about Medicare 101, the ins and outs of medicare planning. It covers planning, filing, and ongoing concerns.
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  • Inflation-Adjusted Figures for 2023

    People are getting tired of inflation discussions. The topic is discussed everywhere people turn. This has not always been the case over the past few decades. However, a few areas where it is always discussed is with regards to social security benefits and tax laws.
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  • 5 Major Mistakes People Make Before Retirement

    A good retirement draws on a lifetime of saving and work. But, despite its huge importance, many people slip up in the years just before this milestone. Some of these mistakes are the result of not understanding retirement, while others are conscious decisions that simply have a greater impact than estimated.
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  • Vehicle Sales: Supply or Demand Issue?

    Before digging into review the various potential reasons, let’s get to the takeaway right away. The new acronym for this 30 second world on social media would be TL;DR (Too Long; Didn’t Read). Basically, if you were thinking about buying a new car, the process has changed. Instead of going to a dealership in the…
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  • The Benefits of Social Security

    Social security, since it launched in the US in 1935 under the Old Age, Survivors, and Disability Insurance Program, has been part of American retirement planning. The United States is not alone in having social security programs.
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  • Senior Living Arrangement Planning

    The pandemic has changed the way people live, how they think about their homes, and what the surrounding community means to them. Each generation is going to be affected differently. In particular, the population of older adults’ (in the US this group is set to grow to 73 million by 2030) view on housing is…
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  • How Many Years of Tax Records Do You Need?

    Summertime is not the typical time to be thinking about tax returns. Most people are still basking in the relief of not having to think about taxes for another 9 months! However, tax records are a year-round challenge. By keeping track of records on a continual basis, taxpayers are hopefully protecting themselves against losing receipts.…
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  • Change of Pace

    Professional dancers, musicians, and athletes have special skills. Many of these skills are unique to their profession. However, there are certain ones that crossover. It is these crossover traits that probably take an average professional in their specific field to something more. One skill I have thought more and more about during the pandemic. The…
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  • Why Are Mortgage Rates So Low?

    We commonly get the question: why are mortgage rates so low? The 30-Year fixed rate mortgage has not been lower in almost 50 years of recordkeeping. Conventional wisdom regarding the direction of interest rates has continued to be wrong over the last decade. Many thought interest rates would move back up after the Great Recession.…
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