Recent Posts
- Tax-Smart Moves to Make Before the End of the Year
- Retiring Abroad Tax Implications: What You Should Know
- Protecting Your Nest Egg: Managing Sequence of Returns Risk with Volatile Markets
- Preparing for Year-End Financial Moves: Last-Minute Tax & Retirement Opportunities
- Navigating Long-Term Care Planning 2026: Insights You Need
Recent Comments
No comments to show.
Category Archives: Taxes & Tax Planning
Tax-Smart Moves to Make Before the End of the Year
As the end of 2025 approaches, it’s the perfect time for retirees and pre-retirees to take a closer look at their finances — especially tax planning. The final months of the year offer powerful opportunities to make strategic adjustments that…
Retiring Abroad Tax Implications: What You Should Know
Retirement is no longer tied to a single location. Many retirees now split time between states, spend part of the year abroad, or relocate overseas entirely. The appeal is easy to see—better weather, lower costs, richer cultural experiences, and in…
Preparing for Year-End Financial Moves: Last-Minute Tax & Retirement Opportunities
As the calendar turns to October, the race is on. With the end of the year approaching, savvy individuals know this is the prime window to evaluate year-end financial moves—especially in tax and retirement planning. It’s not too late, but…
The Hidden Tax Traps in Retirement — and How to Avoid Them
When most people imagine retirement, they picture freedom — traveling, spending time with loved ones, or enjoying hobbies without the demands of a 9-to-5 job. What they don’t picture is being blindsided by taxes. Unfortunately, for many retirees, taxes remain…
The Impact of Inflation on Fixed-Income Investments — And How to Protect Your Purchasing Power
Navigating Medicare enrollment can be complex, but understanding the key deadlines and potential penalties is crucial for a financially secure retirement. At Goldstone Financial Group, we aim to empower you with the knowledge to make informed decisions about your medicare…
Achieving Tax-Efficient Retirement: Year-End Financial Tips
As the year draws to a close, retirees have a unique opportunity to optimize their financial strategy by making tax-efficient moves that preserve retirement savings and maximize after-tax income while minimizing the amount of taxes. Thoughtful year-end financial planning not…
Mastering Diversifying Retirement Income: Key Strategies
Diversifying retirement income streams is crucial for financial security, especially in today’s unpredictable economic environment. Relying solely on traditional investments like 401(k)s, IRAs, and Social Security, along with advice from investment advisors, may not be sufficient to maintain your standard…
Social Security Myths Debunked: What You Need to Know
Social Security is a cornerstone of retirement planning in the United States, providing critical financial security for millions of retirees, especially when paired with Medicare. However, numerous myths and misconceptions surrounding the program can lead to poor retirement planning decisions….
Tax Planning Strategies for 2025: Insights from Goldstone Financial Group
As we move into 2025, proactive tax planning is essential for financial well-being. With potential legislative changes and the expiration of key provisions from the Tax Cuts and Jobs Act (TCJA) in 2026, staying ahead is crucial. At Goldstone Financial…
Financial Calculator Insights: Compare 401(k) Options
Planning for retirement is one of the most important steps toward ensuring financial stability and peace of mind in your later years. At Goldstone Financial, we specialize in helping individuals make informed decisions that align with their long-term goals. When…