Retirement & Taxes: What You Need to Know with Mike Kelly, CPA
January 13, 2023 @ 10:00 am
Taxes are complicated and retirement can make them even more challenging. Mike Kelly will be here to help you understand the best way to approach your retirement taxes. He’ll discuss the latest changes in tax laws, tax bracket considerations, medical deductions, social security taxation and more. Don’t miss this important presentation.
October is National Estate Planning Month, making it a good time to check in on the plans you’ve made for the future.
Is your will still up to date? Have you reviewed your beneficiaries or named someone to make financial or healthcare decisions on your behalf? And just as important, do the people closest to you know your wishes?
Estate planning doesn’t have to feel overwhelming. Taking time to review a few important details now can help ensure your wishes are understood and give you and your loved ones greater peace of mind.
Learn more and find helpful estate planning resources: bit.ly/4kAnA30 ... See MoreSee Less
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Happy World Heart Day! ❤️
Caring for your heart can be simple: take a daily walk, enjoy colorful meals, stay connected with friends, and make time to rest. Little habits add up to a healthier, happier you. ... See MoreSee Less
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It's Falls Prevention Awareness Week, and a few small steps can make a big difference. 🏡
Simple ways to stay safe on your feet:
✅ Keep walkways clear and well-lit
✅ Add grab bars in bathrooms
✅ Wear supportive, non-slip shoes
✅ Stay active to build strength and balance
✅ Review medications with your doctor
Staying steady helps you stay independent. 💙 ... See MoreSee Less
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