Summer is here, and it's a great time to kick back with a good book and enjoy some reading. If you're looking for some relaxing books to get into during your retirement, here are some great options! A Man Called Ove by Fredrik Backman [...]
It is possible for a person to end up in a situation where they have a lot of money in a home but don’t have a lot of money in the bank. If you have been paying off your mortgage for years, your equity [...]
Journaling is a great way for retirees to reflect on their experiences and emotions. It can help them gain clarity and perspective, improve their memory, and reduce stress. However, starting and maintaining a journal can be challenging, especially if you don't know where to [...]
What is the Debt Ceiling? The national debt ceiling is the amount of money that the United States Government is allowed to borrow to pay for its expenses. These expenses include things like Social Security and Medicare benefits, tax refunds, military salaries, and interest [...]
It’s pretty easy to have a great time in retirement. You’re not working. You can focus on family and friends and do what you want. But you might find that without a plan, you feel a little aimless. If you’re looking to get the [...]
In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s [...]
The 1980s were a magical time when children enjoyed simple yet exciting activities that fostered creativity, exploration, and social interaction. Nowadays, many kids are glued to their screens, missing out on the fun of traditional outdoor play. So, let's take a trip down memory [...]
In recent months there have been 3 major bank shake-ups: Silicon Valley Bank (SVB), Signature Bank, and First Republic Bank.[1] This has generally led to fears that there is a larger recession on the horizon. The financial crisis of 2008 was also precipitated by [...]
Traveling can be a great way to spend your time if you're retired. When it comes to planning a vacation, small towns can offer a unique and unforgettable experience. From historic sites to outdoor adventures, charming small towns across America have something to offer [...]
As you plan for retirement, it's important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023. Consider the Tax Structure of Your State [...]
24654 N. Lake Pleasant Pkwy, #103-453 Peoria, AZ 85383
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Phone: (801) 676-0146
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Retirement Planning Services: Income Planning | Investment Management | Tax Reduction Strategies | Long-Term Care Planning | Legacy Planning
Business Owner Services: Income Tax Reduction | Asset Protection | Retirement Plans | Employee Benefits | Business Exit Planning
Disclosure: Investment Advisory Services offered through Portside Wealth Group, LLC. Portside Wealth Group, LLC is an SEC Registered Advisor. Portside Wealth Group LLC, and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her own individual circumstances. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.
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