703.865.4092 [email protected]

Preparing to Retire Single

Unmarrieds need to approach retirement planning pragmatically. In an ideal world, it would be simple to prepare for a solo retirement. You would save half as much as a couple saves, buy half as much insurance coverage, and expect to live on half the income. Reality...

What Tax Documents Should You Keep?

Even with less itemizing, there are documents you want to retain   Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay...