Madison Financial Planning Group

Enjoyed speaking about financial wellness which is also an important component of reducing stress during this time.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

Retirees often receive discounts at restaurants and other eateries. Sometimes, though, you might get greater satisfaction by sharpening your culinary skills. Consider taking a cooking class, so you can eat well at home too.

Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities

Staying active is important in retirement. Joining a gym or taking a fitness class might be one way to do that. Another way might be to walk more and drive less. Even one short walk each day could be beneficial.

In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit

Thinking of starting a business in retirement? If you want to get out of the house, but aren’t interested in the overhead of an office, look into renting a hotdesk from a local workshare office environment.

Do you know how long it may take for your investments to double in value?

It is nice to share some good news in this continued challenging time. That is why we are delighted to share that our Investment and Financial Planning Support Specialist, Jim Tucker, got married over the weekend! Jim and his new spouse, Mary Kate, had to postpone their wedding plans due to the pandemic. They rescheduled their celebration for next year but decided to have a small ceremony with just family over the weekend. Congrats to Jim and Mary Kate!

Watch for scams: Make your donation count!

Considering travel again? Here are some tips for how to stay safe while traveling during the pandemic

80% of non-retired Americans are at least somewhat anxious that their savings may not provide enough to live on in retirement. Learn how the M.U.G. approach offers a new way to think about covering essential monthly expenses in retirement. https://bit.ly/3hV34K4