3 Ways to Potentially Spend Less and Save More In Retirement

The American retirement is longer than it’s ever been. That’s great news for retirees and pre-retirees looking to live out their days hitting the links on the course or napping on the couch, but can be worrying news for their savings accounts! In an era where social security benefits leave much to be desired, how can…

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How to Incorporate Travel Into Your Retirement Plan

Ah, the Golden Years. Who hasn’t dreamed of sailing into retirement on the balcony of a cruise ship, or spending their non-working days watching the waves crash on a foreign beach? Unfortunately, too many retirees neglect to consider how expensive travel can be; we see it all the time here at NW Tax and Wealth. The…

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5 Things to Consider Before Claiming Your Social Security Benefits

Social Security can be a great source of income during retirement. For some, though, it can provide disappointment; knowing what to expect before applying for benefits is half the battle. At NW Tax & Wealth, we work with individuals and couples every day whose retirement objectives include benefiting from Social Security. If you’re considering beginning…

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3 Reasons to Consider Planned Giving for Your Estate

Planned giving is a fantastic way to honor causes you feel strongly about in life with carefully-managed donations after death. Essentially, “Planned Giving” is just a method of using your estate funds to support a philanthropic cause. Experienced and qualified estate planning professionals can help you navigate the complex tax and estate planning codes to…

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How Much Income Will You Need in Retirement?

It’s the (literal) million-dollar question. We get it all the time here at NW Tax & Wealth, and we like to be as specific as possible with our clients about the picture of their financial future. That said, planning for retirement can be a moving target depending on your income situation, your age, your dependents,…

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