7 Easy Ways to Save Money by Decreasing Your Monthly Expenses

It is important for your financial security to make saving part of your routine. You might be saving to build an emergency fund, to pay down debt, or to save for a large purchase, such as a down payment on a house. Many of us struggle with finding ...

Making the Best Use of Your Stimulus Check

  Most Americans will be receiving their stimulus checks in April. These checks are meant to coax the economy back into a healthy place. Although the amounts do phase out as income goes up, most people will get something. 

Harsh Realities of a Traditional Teacher Retirement Plan

When it comes to retirement plans, things may seem straightforward for new teachers. You automatically contribute to your pension plan, and to supplement that, there’s usually a nice coffee hour or happy hour with brokers who will help you sign up ...

What Will Your Teacher's Pension be Worth When You Retire?

As a teacher, you’re in a position of having some of your retirement planning done for you. You’re most likely paying a percentage of your salary into your pension, and when you retire from teaching, that will be your income. The question most ...

A Teacher’s Guide to Planning for Retirement

Teachers are in a unique position when it comes to saving for retirement. Many public-school teachers automatically contribute toward a state teacher’s pension, and many assume that, because of this, retirement planning is essentially done for them. ...

Being SMART about Tax-Aware Retirement

Since you’re here, you’re ready to start having a conversation about being SMART with your money. At Safe Money Partners we want to make sure our clients are SMART about their retirement planning. Being 'SMART' means making certain our clients will ...

Setting Up For Tax-Aware Retirement Success

The government wants their "cut" and one way or another, Uncle Sam will get his money. When you take a disbursement from a traditional 401, IRA or qualified account Uncle Sam will be waiting with a purse in hand to collect the tax on your withdrawal.

Tax Aware Retirement Changes in 2025

Larger deductions WILL continue for most tax-paying Americans regardless of how many itemized deductions you may have until December 31, 2025. This is because of the standard deduction rate of $12,400 for individual filers in 2020, $24,800 for those ...
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