by Judy Carlson | Jul 9, 2025 | 401(k), Retirement, Social Security, Taxes, Wealth Management
Retirement income may come from multiple sources, and if you’re not careful, they may push you into a higher tax bracket. When Retirement Income Adds Up, So May Your Tax Bill When you retire, your income might come from many places: Social Security IRAs or...
by Judy Carlson | Jun 30, 2025 | 401(k), Investments, Retirement, Social Security, Taxes, Wealth Management
There are 9 milestone ages that may shape your retirement experience. Knowing them may save you money, maximize your benefits, and help you plan with more clarity. The Years Fly By—So May Your Opportunities “The days are long but the years are short.” It’s...
by Judy Carlson | Jun 10, 2025 | 401(k), Financial Advisor, Life Insurance, Long-Term Care, Retirement, Taxes, Wealth Management
And why just saving money may not be enough to carry you through retirement. You’ve likely saved, worked hard, and made responsible financial choices. But now what? As retirement approaches, or begins, many couples find themselves wondering: “Are we going to be okay?...
by Judy Carlson | Apr 18, 2023 | 401(k), Taxes
Have you ever thought about how much of your 401(k) balance belongs to you? You may be shocked at the answer! The contributions you (and potentially your employer) have been making over the years have not been taxed. Hopefully, the money you contributed has been...
