The Navigoe Blog

Author: Kathleen Boyd

Why Retirees Should Give Away Their IRA Assets Under The New Tax Law

In 2017, Congress passed the Tax Cuts and Jobs Act, which contained major changes to the U.S. tax code affecting taxpayers who make charitable contributions. Because the law almost doubled the standard deduction and capped property tax deductions, consequently fewer individuals will itemize deductions, including charitable contributions. However, retirees who are taking distributions from their…

Read More

Beer, Biking, and Brackets: How Tax Reform Will Impact Young Adults

Contrary to popular belief, tax policy doesn’t just apply to affluent, older taxpayers. Everyone, regardless of age, will be affected by Congress’ proposed tax changes in the Tax Cuts and Jobs Act of 2017. While articles and blogs tend to focus on the implications for wealthy baby boomers, this blog post will objectively highlight the…

Read More

Alert? Block? Or Freeze? What’s the Best Way to Protect Your Credit?

Equifax, one of the three major credit report bureaus that reviews, reports, and maintains consumer credit files, recently announced that it had discovered a breach in its computer systems. Consequently, personal data (primarily names, Social Security numbers, birth dates, addresses, driver’s license numbers, and credit card numbers) for approximately 140 million people in the U.S….

Read More

Have you saved enough for retirement?

See if you're on track

No thanks, I've saved enough for retirement


Our team of financial navigators are hear to guide you along the way. Schedule a call to see if we might be the right fit for you.

Schedule a CallNo Thanks