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Tax Filing Tips for Active Adults

Mid-March heralds the first day of Spring, May is a “merry, merry month,” and sandwiched between the two is April, which gets the short end of the stick both in poetry (April Showers) and in reality with Tax Day. This year, Tax Filing Day is Tuesday, April 18, the date by which the majority of […]

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Boomers Prepare For Open Enrollment Season

  Ahh, fall – that time of year when the leaves are changing color, festivals abound, sweaters come out of storage… and Medicare Open Enrollment begins for Active Adults! Mark Your Calendars If you are age 65 or older, you can expect your Medicare Annual Notice of Coverage (ANOC) and Evidence of Coverage (EOC) notice […]

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Timely Financial Tips from the FDIC for Active Adults

Significant life changes such as retirement, change in marital status, and the purchase of a new home, mean you might want to think about reviewing your finances, and establishing a plan for who can access the information in case of an emergency. The FDIC recommends these actions when you have a significant change in your […]

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Boomer-Friendly Tips for Retirement Success

Not everyone in an Active Adult community has already dipped their toe into the retirement pool; in fact, about half are “a few years away” from retirement, some have taken a “partial retirement,” and others have retired once (or twice) and have taken on a new role as a consultant or contractor. Regardless of your […]

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Life Changes May Alter Taxes for Active Adults

In addition to changes in the tax code from year to year, events we celebrate have a way of affecting our tax situation. Be aware of these life changes that can influence your status, and that should trigger a conversation with your financial advisor or tax preparation professional: Changes in marital status: Marriage, divorce, or […]

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