Author: Rebecca Lake

How to Avoid Paying Taxes on Your Social Security

Rebecca Lake on September 12, 2022

In certain situations, you might be getting less than you thought. Here’s how to fix that.

Rebecca Lake on December 23, 2021

Use this guide to select the right retirement plan for your nest egg.

Rebecca Lake on November 10, 2021

There are upsides and downsides to dipping your toes into retirement without leaving the workforce entirely.

Rebecca Lake on November 10, 2021

There are several popular models for asset allocation. Here’s how to pick what’s best for you.

Rebecca Lake on October 28, 2021

Let’s run the numbers and find out — but realize that early retirement could require some heavy lifting.

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.

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.

Rebecca Lake on July 6, 2021

Here’s how to decide when it’s time to quit for good.

Rebecca Lake on March 10, 2021

Starting a family can complicate your finances. Here are some of the areas you’ll need to consider.

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.

Rebecca Lake on March 1, 2021

In some situations, you may owe taxes on these benefits.

Rebecca Lake on December 30, 2020

Use these tax-saving strategies to keep more of your hard-earned dollars in your pocket.

Rebecca Lake on December 30, 2020

College is a huge expense. Fortunately, there are more resources than you might think.

Rebecca Lake on December 21, 2020

You have an eight-year window to start taking Social Security. When is the best time for you?

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