Financial Planning
Can You Really Pay Less in Taxes on Your Social Security Benefits?- Episode 161
For most people, taxes are just a fact of life. Even your Social Security benefits – for which you had to pay taxes to be eligible to receive – are subject to taxation under certain circumstances. And this tax bite can hit you unexpectedly and put a sizable dent in your benefit income. Is… View Article
How to Pay ZERO Taxes On $100K of Income in Retirement
Retirement planning can be tricky. But what if we told you that a retired couple could earn $100,000 yearly and pay zero federal income tax? It might sound impossible, but with the right strategies, it’s achievable. Setting the Stage: Imagine a retired couple, both 66 years old. They plan to claim their Social Security benefits… View Article
Checking In with Ara – October 2023
Hey everyone! Ara here bringing you your monthly update. I’m getting ready to go on a quick weekend trip with my mother to visit family down in Mexico City. This will be a fun opportunity to spend quality time with her and connect with extended family. We’re going to visit our relatives who own a… View Article