Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)
David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
Read moreTaxes
Yearly checkup for Audio Health
Are you Taking Good Care of Your Audio Health? Did you know that about 14% of people ages 45 to
Read moreTax Cut and Jobs Act – Impact on Nonprofits giving
Tax Cut and Jobs Act Impact on Nonprofits It’s been 18 months since the Tax Cut and Jobs Act (TCJA)
Read moreRMDs_IRAs_QCDs and other Tax Planning Opportunities
IRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
Read moreTrust, Plan, and Verify – Lessons on Estate planning
Trust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note
Read moreWhere there’s a will, there’s a …..
Why You Need a Will and Other Estate Documents You’ve probably heard you should have a will, but what
Read more5 Ways to Maintain an Active Mind in Retirement
5 Ways to Maintain an Active Mind in Retirement Staying active as you age is beneficial in lots of ways.
Read moreMONEY_AGING_WHO IS THERE?
Confronting the limits of our own mortality… it is painful – Thomas Mierswa, Executive Director at Morgan Stanley The aging
Read moreMONEY SAVING OPPORTUNITY – Reduce your Health insurance with income tax credits
By John Moran, CPA, Moran & Long CPAs, 5990 Greenwood Plaza Blvd, Ste 330, Greenwood Village, Colorado 80111, www.moranlong.com, 720-635-3180.
Read moreHealth care in retirement probably costs more than you think
See my website www.moranlong.com for additional information on health care costsand planning for retirement and health care in your retirement
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