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Brett Caldwell

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Heading South for Winter

The weather is starting to get chilly and, for many, it’s that time of year to pack your bags and head south for the winter. With the pandemic as a new factor, there are a few things to consider on top of the usual checklist:

2020-10-09T20:17:44+00:00Good to Know|

Taxing Social Security: A Quick Guide to the Rules

Whether you’re close to retirement or already there, there are things you may already know about receiving Social Security. You may know that, in most cases, you will need to be at least 62 before you can start collecting. Sounds simple enough. But there are other rules regarding Social Security benefits, especially when it comes to taxation, that are more complex and often confusing.

2020-05-28T17:47:47+00:00Good to Know|

Tax Planning for 2020

With the busy summer season behind us and the holiday season fast approaching, now may be the best time to review your financial affairs to make sure everything is in order.

2020-05-28T21:13:55+00:00Good to Know|
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