Janet Kidd Stewart – Page 6

Even if you're still working, there are ways to help your retired self at tax time.

Create a tax-smart retirement savings strategy

May 23, 2019 at 5:19 p.m.

Even if you're still working, there are ways to help your retired self at tax time. Tax experts say long-range planning to diversify your tax picture should begin long before...

As you think about your tax situation for 2015 and beyond, try to expand the number of income options you have for generating cash without generating a big tax bill, experts say.

Ways to lower your taxes in retirement

May 23, 2019 at 5:19 p.m.

Retirees who file their taxes quarterly may feel like every season is tax season, but preparing for the April tax deadline is a good time to seek out new deductions...

Do your due diligence to make sure you'll get a financial adviser you can trust.

How to find a financial adviser you can trust

May 23, 2019 at 5:19 p.m.

Q. It was with great interest that I read your recent article on free retirement-planning dinners. I'm a retired Miami-Dade policeman, and have turned down three dinner invitations from financial...

A new survey found that 30 percent of retirees who reported already moving said they upsized to a larger home.

Study explores new realities of retirement and homeownership

May 23, 2019 at 5:19 p.m.

Retirees, it turns out, are living large. Among 50-plus retirees who have already moved in retirement, about half decamped to digs that were the same size or bigger, a new...

Affordable housing options for low-income seniors

May 23, 2019 at 5:19 p.m.

Q. If my income is only $20,000 per year, can I get a subsidy toward my mortgage payments or condo maintenance payments? A. Many states offer property tax breaks to...

Treat a retirement-planning dinner seminar either as a free meal or as a first step toward an advisory relationship, but not as a deal-clincher.

Beware retirement-planning seminars that come with a free meal

May 23, 2019 at 5:19 p.m.

The invitation is for dinner at one of the hottest restaurants in town, but it comes with a side order of retirement-planning advice. Do you dig in or pass? Free...

Like employees with inadequate 401(k) plans, some business owners don't feel financially secure enough to retire.

Business succession plan helps ensure smooth transition

May 23, 2019 at 5:18 p.m.

Entrepreneurs aren't much different from their salaried brethren when it comes to being reluctant to let go of the reins, a new survey finds. Nearly three-quarters of business owners don't...

Fifty-plus couples account for a big share of those choosing collaborative divorce.

How divorce after 50 may affect your retirement savings

May 23, 2019 at 5:18 p.m.

Getting unhitched this year? If you're past 50, it's critically important to pay attention to how your retirement savings weathers the storm. Divorce filings tend to surge at the beginning...

There are a few things 50-year-olds can do to help themselves get on the right financial-planning path.

Retirement planning steps for Generation X

May 23, 2019 at 5:18 p.m.

Welcome to 50, Generation X. As the first wave of slackers hits the half-century milestone this year, it's a good time to start getting serious about retirement planning. Hey, it's...

Consolidating retirement money into a single account is not easy to accomplish unless you know the rules.

What to consider before consolidating retirement accounts

May 23, 2019 at 5:18 p.m.

Q. Should I put all my retirement accounts with one brokerage/financial firm? I have two accounts at one firm out of town, and a recently inherited account with another firm...

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