steven quantum

As we welcome the spring season and start decluttering our homes, it’s also an excellent opportunity to clean up our financial lives. Spring cleaning your finances involves reviewing, reorganizing, and eliminating unnecessary financial clutter to make your money management more efficient. Despite its significance, financial cleaning is an area that tends to be overlooked during …

Spring Cleaning Your Finances: How to Declutter Your Financial Life Read More »

Retirement brings many significant lifestyle changes, shifting daily routines, and adjusting financial patterns. This stage of life also presents an opportunity to reassess one’s contributions to society. Retirees often consider how much to give to charities now that they’re retired. However, the answer to this question can be determined by many factors, including financial health, …

Determining How Much to Give to Charities During Retirement Read More »

Filing your taxes can be simple when you’re prepared and understand recent changes in tax laws to determine which tax credits and deductions you’re eligible to take. The end of the 2024 tax season for most Americans is April 15, 2024, so if you still need to file 2023 taxes, take notice of these credits …

2024 Tax Season Updates and Tips Read More »

  Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today’s pre-retirees may need a more detailed retirement plan, whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment.   Regardless of how one acquires …

7 Steps to Help You Plan for Retirement Read More »