Did you know that paying off your mortgage before you retire might not always be your best move?
In this episode of The Year You Retire, Jim Uren and John
Did you know that your retirement years are often accompanied by large capital gains tax bills? Do you know if you have the proper strategies in place to help
Are you married, widowed, or divorced? If so, then you may be eligible to receive Social Security Benefits based on your spouse's or former spouse's work
Are you looking for a tax strategy that may help reduce the amount of taxes you pay during retirement? How about a strategy that may help increase the lifespan
Have you thought about working with a financial planner, but you’re just not sure what to expect? Have you thought you might benefit from creating a financial
In this episode of The Year You Retire, hosts John Bever and Jim Uren reveal their list of the seven primary retirement predators. These retirement predators
The buzz about Mint exiting the market has sent shockwaves through its user base, leaving many in search of a worthy alternative. Whether you've been a
In this episode, Jim Uren and John Bever discuss the decision of using a financial advisor versus managing retirement planning on your own. They cover the
Join John Bever and Jim Uren in this episode of "The Year You Retire" podcast as they tackle the topic of Getting the Most Out of Your Charitable Giving. Enjoy
In this episode of The Year You Retire podcast, hosts John Bever and Jim Uren delve into the topic of retirement happiness, drawing from extensive research and
Planning for retirement involves navigating the complexities of Medicare sign-up, a process that can be confusing and lead to regrettable mistakes. Join hosts
Deciding when to start claiming your Social Security retirement benefits is one of the biggest decisions you need to make in the year you retire. In this