Financially Speaking Blog
How to Reduce Taxes on Retirement Savings
With an appropriate strategy, you may be able to reduce taxes on your retirement savings. Although financial services professionals don’t give tax or legal advice, a U.S. News and World…
Could Your Living Situation Change as You Grow Older
Recent research from the U.S. Department of Health and Human Services suggests that most Americans turning age 65 will need long-term care support during their lifetimes.¹ If the need arises,…
How to be Content in Retirement
When envisioning your future retirement, it’s easy to focus almost entirely on the big things like your budget and cash flow, where you’re going to live, your healthcare strategy, and…
Creating Your Own Operation London Bridge
“London Bridge is down.” On September 8, 2022, those words were reportedly used to launch what was arguably the most complex end-of-life proceedings the world has ever witnessed: the funeral…
Fixed for Life: What Can an Annuity Do for You?
With stock and bond markets both faltering over the past year, it’s easy to see why more near-retirees have a newfound appreciation for fixed annuities – insurance contracts that guarantee…
What to Do if You Lose Your Job Near Retirement
Unfortunately, some people will be confronted with the challenge of losing their job shortly before they plan to retire. It can certainly be a scary development, but one of the…