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Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors. Provided by Roy Smith @ Atlas Benefits Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees, this was the American retirement experience during the last few decades of the previous century. Those days are gone; retirees must now assume greater degrees of fi

Creating a Budget for Retirement

It only makes sense – yet many retirees live without one. Presented by Atlas Benefits, LLC The importance of budgeting. You won’t be able to withdraw an unlimited amount of money in retirement, so a retirement budget is a necessity. Some retirees forego one, only to regret it later. Run the numbers before you retire. Years before you leave work, sit down for an hour or so and take a look at your probable monthly expenses. Perhaps you decide that you’ll need about 75-80% of yo

Should You File Jointly, Or Not?

For many married couples, filing jointly is a good idea, but there are exceptions. Provided by Atlas Benefits Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be done without consideration.1 Years ago, there was less incentive to file jointly. That was because the “marriage penalty” for doing so was effectively greater. There is no written “marri

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