Our blog delivers monthly insights on retirement planning and practical financial guidance to support your long-term goals.
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 is such a big...
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...
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 Report...
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,...
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...
“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...
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...
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...
Given that we’re increasingly becoming a cashless society, the question of how much cash we should keep on hand is difficult to answer. A U.S. News and World Report article, How...
