It’s common for those who are nearing retirement to assume their taxes get simpler  in retirement. They often get more complex – and more expensive – because of what gets overlooked. Before we get started, I am a flat-fee financial advisor who helps people retire in Alabama, Georgia, and across the country. Check out my blog for more financial insights for retirees and near retirees. And now, on to the blog! Here are three of the most common (and costly) misses I see: 1.      Real Estate...

Having a 401(k) plan is a great benefit, but as a participant, it's not always clear how to make the most of it. Here's everything you need to know to begin maximizing your participation in KIA Georgia 401(k). Before we get started, I am a flat fee financial advisor in Georgia and Alabama, serving employees of local companies in those states and across the country. Click here  to join my Substack and receive updates when I publish other blogs about KIA Georgia retirement benefits and other...

February 19 isn’t that memorable of a day for most people. And why should it be? This month has already brought us Valentine’s Day, Ash Wednesday, President’s Day, and the month includes many other celebratory dates. And while February 19 isn’t a day to be celebrated, at least for long-term investors, it should be a day that we consider on a regular basis if for no other reason than to remember what we’ve been through. On February 19, 2020, the S&P 500 Index closed at 3,386.15, which was its...