Tax Liabilities During Retirement
Retirees are eligible for a few tax breaks that aren’t available to younger people. There are also many taxes that apply specifically to...
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Dec 8, 20202 min read
Income Planning for Retirement
Most of us have the goal of someday settling down to retire, after years of hard work and some preparation. It’s no surprise that people...
Feb 5, 20201 min read
What is the SECURE Act of 2019?
Learn how the SECURE Act of 2091 may affect you.
Aug 15, 20193 min read
Switching Jobs Doesn't Mean Losing 401(k)
While you have options when it comes to your 401(k), you should be sure to consider what’s off limits, too.
May 1, 20192 min read
What Can Penny Lane Financial Do For You?
By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?
Apr 1, 20193 min read
Don't Outlive Your Income
Making a Realistic budget and withdrawal strategy while boosting your retirement cash flow.
Feb 5, 20182 min read
Organize Your Affairs to Help Your Heirs
Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections
Jan 30, 20183 min read
It Pays to Understand your Tax Liabilities during Retirement
At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.
Oct 9, 20172 min read
7 Great Cities for Retirement in Washington
What makes a city a great place to retire? Here’s what we considered when drafting our list of best places to retire in the Evergreen...
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