The Quincy Group Blog2021-06-03T20:56:38+00:00

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Tips for Tax Season

Tax season can seem like a pain, but with some forward-looking planning, it becomes far less daunting. Taxes are often our single largest expense, so they’re crucial to consider in your financial planning year-round. Here are some tips to help you prep for tax filing this year and steps to take to minimize your tax burden in years to come. Get organized as soon as possible (and try to stay that way). This may [...]

March 14th, 2022|Taxes & Tax Planning|

Plan for a Safe and Rewarding Life in Retirement

After first creating your retirement plan, you must constantly review your strategies to make certain that you stay on track toward achieving a safe and rewarding life in retirement. It’s important that you educate yourself and seek assistance from a trusted financial advisor to help achieve your personal retirement goals. In the end, planning your investments is equally important as planning out what you want to do during this phase of your life. In [...]

March 7th, 2022|Retirement Planning|

Fun and Affordable Retirement Activities

Entering retirement is a dramatic shift in lifestyle, but luckily there is plenty of time for new or old hobbies. Here are a few fun and affordable retirement activities that you can consider doing in retirement. Volunteer. Few things are as fulfilling and stimulating as doing good deeds around the local community. Activities include walking animals at the local shelter, assisting at a hospital, tutoring and mentoring, or volunteering at a local non-profit. Most [...]

February 28th, 2022|Lifestyle, Retirement|

Watch Out for Small Leaks in Your Retirement Plan

If I told you that your basement was filling up with water, what would you do? Would you shrug your shoulders and say no big deal as long as it’s out of sight? Or would you leap into action, find the source of the problem, and stop the water from flowing? I’m sure everyone would choose the latter. We all know the problems water damage can cause, but many times we don’t notice a [...]

February 22nd, 2022|Retirement Planning|

Let’s Talk Long-Term Care Planning

No matter how healthy you are right now, or “plan” to be later on in life, it’s essential for you to protect your retirement savings from potential Long-Term Care (LTC) and other health-related expenses. Without a solid plan in place that addresses the potential expenses associated with LTC and health risks, your savings could be at risk. So today, let’s talk Long-Term Care planning and go over some of the reasons why it should [...]

February 14th, 2022|Health & Medicare|

What Does Asset Protection Really Mean?

Asset protection is simply a strategy designed around keeping your assets safe from things like certain legal situations. Asset protection planning is defined as taking assets that are subject to creditors’ claims (non-exempt assets) and repositioning them as assets that are out of the reach of creditors’ claims (exempt assets). For most of pre- and post-retirees out there, protection of principal is a strong desire and an important financial objective. So, what does asset [...]

February 7th, 2022|Financial Planning, Investments|

3 Lifestyle Tips for Your Retirement

You’ve worked the majority of your life and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on-track to accomplish all of your retirement goals and dreams. If it’s been a little while since your last retirement review, then request your complimentary, no obligation meeting. Here are 3, quick and easy lifestyle tips to consider for your life in retirement. The first, is to [...]

January 31st, 2022|Lifestyle, Retirement|

Steer Clear of “Black Ice” in Retirement

For those of you who have had the pleasure of hitting a patch of black ice while driving, no explanation is necessary. For the rest of you, black ice is not actually black, rather a coating of transparent ice on a blacktop, or any road surface, that is not visible before encountering it. Needless to say, driving on icy roads can be unnerving at best, and absolutely terrifying when unexpected. It’s that loss of [...]

January 24th, 2022|Retirement Planning|

Tax Considerations for the Estate Planning Process

When estate planning, don’t forget to consider the tax considerations. Do not transfer assets with gains from an older generation to a younger generation without tax and step-up basis considerations.  These rules vary from state to state and can be very complex to decipher.  This is yet another reason why working with an advisor who has the resources to offer guidance on this area of planning is important. If you receive assets from a [...]

January 17th, 2022|Estate Planning, Taxes & Tax Planning|

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