Apr 143 minTax Liabilities During RetirementRetirees are eligible for a few tax breaks that aren’t available to younger people. There are also many taxes that apply specifically to...
Dec 8, 20202 minIncome Planning for RetirementMost 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...
Aug 15, 20193 minSwitching 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 minWhat 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 minDon't Outlive Your IncomeMaking a Realistic budget and withdrawal strategy while boosting your retirement cash flow.
Feb 6, 20182 minOrganize Your Affairs to Help Your HeirsMaking 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 31, 20183 minIt Pays to Understand your Tax Liabilities during RetirementAt Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.
Oct 9, 20172 min7 Great Cities for Retirement in WashingtonWhat 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...