When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we
Read More
What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
Read More
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel
Read More
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong
Read More
How much do you need to retire wealthy?
Believe it or not, there’s no set number for anyone.
Lifestyle and the quality of your retirement plan are certainly
Read More
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes
College and retirement require serious savings. Is it possible to save for both?
Read More
While no one expects to become disabled, 1 in 4 Americans do so prior to retirement age. An accident, an unforeseen medical event, a catastrophic injury can all
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
