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"The longer I live, the more I realize the impact of attitude on life. ......

The "widow's penalty" occurs when a person's tax filing status goes from married filing jointly to single. This change can cause the surviving spouse to have to pay nearly double the taxes compared to what they were paying. Here is an example using fictitious names Bill & Jill. Let's look at the impact to their tax situation if Bill passes away prematurely.

In this Holiday Season, we would like to take a moment to express our gratitude and wish you, our readers, a wonderful holiday filled with joy and love. It is not only about gifts and decorations, but also about giving thanks for all the blessings in our lives. We are truly grateful for the presence of each one of you in our life, and hope that this Holiday Season brings you an abundance of happiness and gratitude.

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This adjustment means the average Social Security retiree beneficiary will see their monthly check increase by about $57 to $1,849, through individual benefits may vary.

October in New England is truly a magical time of the year. As the leaves change color, the landscapes transform into a picturesque scene that attracts visitors from all over the world.

The Agency Our Commitment We are committed to helping you achieve your personal financial goals. We aim to accomplish this mission by coordinating your tailored portfolio and financial plan with close monitoring and personal consultation with you.