Financially Speaking Blog
The Importance of Turning 65
Turning 65 Can Be A Momentous Birthday! An AARP article 5 Things You Need to Know About Finances When Turning 65 provides some potentially useful information about why turning 65…
Social Security Offers Benefits from Birth Through Old Age
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance…
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…