The Widow Tax: What is it? And How to Avoid it

Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.”  Oddly enough, this is the perfect quote to introduce the topic of this episode of Retirement Ready… the Widow/Widower Tax Penalty. In order to set the stage of what the Widow’s Tax Penalty is, let me quickly…

Downsizing? The true cost of going smaller when you retire

Real Estate and Downsizing Today I’m  going to share with you the costs on both sides of downsizing or staying in your home, and things you should be considering. So let’s first set the stage with our couple who has raised kids and purchased a 4200 square foot house back in the 2000s decade. They…