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Author: admin

This author has written 96 articles
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The Importance of Turning 65

  • Post author:admin
  • Post published:June 14, 2023
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Turning 65 can be a momentous birthday!  An AARP article 5 Things You Need to Know About Finances When Turning 65 provides some potentially useful information about why turning 65…

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Avoid Tapping Retirement Savings This Holiday Season

  • Post author:admin
  • Post published:November 23, 2021
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If you are like many people, you may easily spend hundreds of dollars or more on holiday gifts and related holiday purchases each year. Some sources (For example, Forbes)indicate that…

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Tax Time Guide. IRS has made some changes!

  • Post author:admin
  • Post published:November 18, 2021
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Internal Revenue Service has come with an initiative to assist elderly taxpayers. Tax Counseling for the Elderly (TCE) would feature individuals of 60 years and above only. There have been…

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Are There Tax Breaks for Different Generations?

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  • Post published:November 8, 2021
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Getting older has its nuisances as your health starts to decline, eyesight andhearing can deteriorate, you start having aches and pains in unexpected body parts. However, it does have its…

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Estate Plan. Do you have one?

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  • Post published:November 2, 2021
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After working hard and building a little wealth, it's incumbent on you to do what's necessary to protect that which you have accumulated. There are several ways you can protect…

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Budget For Retirement Travel

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  • Post published:October 26, 2021
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For many people, the dream of traveling in retirement is strong. You may want to plan trips to see your adult kids and grandkids a few times per year, and…

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Healthcare could be Your Biggest Expense in Retirement

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  • Post published:October 18, 2021
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No matter what your age is, itโ€™s important to start preparing for the time when you eventually retire. One of the biggest financial issues you may encounter while youโ€™re ready…

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Why Fall Is A Good Time To Talk About Falling

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  • Post published:October 12, 2021
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Falling is a threat millions of aging Americans face, especially those 65 and up. At least one in four elderly people will suffer a fall each year. The CDC analyzed…

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It’s Not Too Late For Retirement Resolutions

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  • Post published:October 7, 2021
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At the beginning of each New Year, individuals commonly take stock of various aspects of their lives. One of the frequently reviewed primary areas is personal finance. If you are…

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10 Reasons You’ll Love Being Retired

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  • Post published:September 29, 2021
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If you are like many people, you are probably looking forward to the time when you can retire. It marks the end of an era and serves as a reward…

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  • All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cratty & Swanson Advisors L.L.C. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Cratty & Swanson Advisors L.L.C. a Registered Investment Advisor in the State of New Mexico. Insurance products and services are offered through Cratty & Swanson Insurance Services LLC (CA #0G94679), an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New Mexico or where otherwise legally permitted. We are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.