You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be […]
No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a […]
Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or your 65th birthday, or […]
Only 28% of Americans will make New Year’s resolutions that are financial in nature, according to a recent MassMutual survey.[1] Perhaps more should – retirement requires significant planning and there is no better time […]
It’s almost Thanksgiving, and if you’re hosting this year, you know that preparation and organization are key to a successful feast. First, you need to know how many mouths there will be to feed, then figure […]
In 2020, we saw the new SECURE Act legislation come about in response to the changing needs of America’s retirees. In 2021, we will likely see some increased retirement account contribution limits and could possibly see […]
Almost everything we do has some type of a preparation process or warm-up routine. From playing golf to driving a car, every activity has certain steps that should be taken before you begin, and retirement is […]
For decades you’ve done what’s expected of you – work hard for a living, take care of your loved ones, and often forgo putting yourself first. That all changes in retirement. Whether you’re traveling, volunteering, taking […]
When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy about retirement, but it also comes […]
There’s evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. […]
915 Middle River Drive,
Suite 600,
Fort Lauderdale, FL 33304
QUICK LINKS
Home | About Us | Our Process | Getting Started | Events | Guides | Blog | Books | SmartVestor | Contact Us
OUR SERVICES
Income Planning | Investment Planning | Tax Planning | Long-Term Care | HealthCare Planning | Legacy and Estate Planning | Annuities
© Juniper Wealth Management – Powered by: LoneBeacon.com
Terms and Conditions | Privacy Policy | ADV 2A | CRS Summary
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Juniper Wealth Management. Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.