50 tax deductions & tax credits you can take in 2020
While few people want to pay anything at all, there are ways to pay less. Tax deductions and tax credits can help you save money in tax season 2020. Deductions lower your taxable income (and […]
5 money lessons that xennials can learn from boomers
Times have changed since baby boomers were young. Despite this, the money lessons they learned throughout the years still apply. Many xennials, on the cusp of Generation X and millennials, could improve their finances if they […]
This Social Security decision could cost you thousands
Phil Moeller, the author of Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs and co-author of the updated edition of How to Get What’s Yours: The Revised Secrets to Maxing Out Your Social Security, answers […]
4 of the fastest growing jobs for seniors
It’s no secret: seniors are working at historic rates. Almost a quarter of seniors are now in the job market, up 18% from 10 years ago, and the Bureau of Labor Statistics expects this to increase over the […]
A full-time RVer’s tips for saving at RV parks
Travel is a pretty personal topic — and everybody travels in their own style. While a lot of people love to fly and stay in hotels, my husband and I prefer to travel in our […]
11 steps to take if you’re turning 65 this year
Are you turning 65 this year? Congrats! You’ve hit a major milestone. To make sure this year and the many years that follow are amazing, you need to take these smart steps on Social Security, […]
Tax season 2020: 7 things parents need to know
Looking back even a year can be a real “whoa” moment when you’re a parent. It’s only been a year since my baby was that tiny? Whether your kids’ current milestones include first steps, loose teeth or […]
4 expensive social security mistakes you don’t want to make
In a new SimplyWise survey, we asked a panel of 60 to 70 year old’s about their knowledge of specific social security rules and identified the four misconceptions that were the most prevalent. Social Security has a massive […]
Can you get a prenup after you’re married?
It’s not exactly romantic to think about creating a prenuptial agreement when embarking on a new marriage. Planning the honeymoon, picking out the wedding cake and designing the invitations – yes, plenty of fun. Outlining the […]
6 ways tax returns differ between millennials & boomers
A tax return is a form you file on a yearly basis that outlines your income, expenses and investments. The purpose is to prove you’ve met your legal tax obligations. The IRS processes over 100 […]