Many of the challenges facing couples looking at “split retirement,” though not strictly financial, are just as vital for the ongoing health of the relationship. Kimberly Foss, in this Rethinking 65 article, discusses that as a trusted counselor, you owe it to yourself and your clients to make sure they’re giving adequate consideration to the “emotional software” that will run their retirement lifestyle.

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SALT Deduction Changes
SALT deduction changes are officially on the horizon. Starting in 2025, the SALT (state and local tax) deduction cap will increase from $10K to $40K