Author: Rebecca Lake
How to Avoid Paying Taxes on Your Social Security
Rebecca Lake on March 18, 2022
In certain situations, you might be getting less than you thought. Here’s how to fix that.
12 Retirement Plans for a Financially Secure Future
Rebecca Lake on December 23, 2021
Use this guide to select the right retirement plan for your nest egg.
You Need to Know This About Phased Retirement
Rebecca Lake on November 10, 2021
There are upsides and downsides to dipping your toes into retirement without leaving the workforce entirely.
What’s the Best Asset Allocation for My Portfolio?
Rebecca Lake on November 10, 2021
There are several popular models for asset allocation. Here’s how to pick what’s best for you.
Can You Safely Retire at Age 55?
Rebecca Lake on October 28, 2021
Let’s run the numbers and find out — but realize that early retirement could require some heavy lifting.
Social Security Benefits for Divorced Spouses
Rebecca Lake on August 26, 2021
Social Security can be a complex topic, especially if you’re divorced. Here’s what you need to know.
How to Retire With $2 Million
Rebecca Lake on July 15, 2021
$2 million is the new $1 million, and here’s how to get that much into your retirement savings account.
How to Find the Best Age to Retire
Rebecca Lake on July 6, 2021
Here’s how to decide when it’s time to quit for good.
How to Build a Family Financial Plan
Rebecca Lake on March 10, 2021
Starting a family can complicate your finances. Here are some of the areas you’ll need to consider.
4 Strategies to Avoid Taxes on Required Minimum Distributions
Rebecca Lake on March 5, 2021
Just because you have to take money out on Uncle Sam’s schedule doesn’t necessarily mean you have to get taxed on it.
Are Social Security Disability Benefits Taxable?
Rebecca Lake on March 1, 2021
In some situations, you may owe taxes on these benefits.
Tax Strategies That Save You Money
Rebecca Lake on December 30, 2020
Use these tax-saving strategies to keep more of your hard-earned dollars in your pocket.
How to Pay for College: 5 Strategies and Tips
Rebecca Lake on December 30, 2020
College is a huge expense. Fortunately, there are more resources than you might think.
How to Calculate Your Social Security Break-Even Age
Rebecca Lake on December 21, 2020
You have an eight-year window to start taking Social Security. When is the best time for you?
8 Tips to Balance Your Full-Time Job With a Side Hustle
Rebecca Lake on December 11, 2020
These tips will make the most of your time and energy.
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