Giving season is upon us and taxpayers of all kinds will be rushing to make charitable contributions before year’s end. To contextualize the significance of giving during this time of year, close to 1 in 3 donors conduct their giving in December, while more than 1...
Every dollar counts in this highly-inflationary economy. When it comes to managing personal finances, employee benefits are often overlooked as a potential source of savings. Many choose to simply re-elect last year’s workplace benefits without giving them a second...
As the Baby Boomer and Gen X generations reach retirement age, many are taking another look at their retirement savings plans hoping to identify opportunities for tax reductions. For those with tax-deferred plans like traditional IRAs and 401(k)s, Roth conversion...
As you age, the threats to your health will likely become more prevalent. Your body will become more vulnerable to illness and physical deterioration, which could lead to a rise in healthcare expenses from medications, doctor visits, physical therapy, ambulance rides, and more. If you’re looking to get ahead of these future expenses and lessen the burden you’ll be forced to shoulder down the road (and you qualify), utilizing Medicare may be an excellent option for you.
One of the most common questions our team gets is: “When can I stop working?” Planning for retirement is a major component of financial planning, but it’s not just about having enough funds to support your life — part of deciding when to retire is understanding why...
Most people are familiar with the idea of an IRA - or individual retirement account - as a retirement savings vehicle, but did you know that there are actually several types of IRAs available? All IRAs give investors the benefit of a tax-deferred investment account...
Retirement is that all important financial goal that we work towards for the better part of our lives. Learn how having a trusted partner, like Peninsula Wealth, can be invaluable.
Life brings with it many changes that can impact your financial plan and the future of your finances. See how retirement can impact both your financial goals and your financial planning.
