Income Planning

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...

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...

What is the SECURE Act of 2019?

Learn how the SECURE Act of 2091 may affect you.

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.

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?

Don't Outlive Your Income

Making a Realistic budget and withdrawal strategy while boosting your retirement cash flow.

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

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.

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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