3 Tips for Financial Health for the New Year
A recent Northwestern Mutual survey found that 41% of Americans are stressed about retirement planning, and 46% worry about outliving their savings.[1] And [...]
Reminder: 4 Important Things To Do by December 31st
You might have a Christmas to-do list to help you stay on track this holiday season. And while it may be an overwhelming [...]
Alternative Gift Ideas
You could say that the law of diminishing returns applies to Christmas gifts as we age: As time goes on, we can use [...]
Reminder: Don’t Forget to Take RMDs by December 31st
Tax-advantaged retirement accounts like traditional 401(k)s and IRAs offer many advantages, but some of these don’t last forever. The government eventually reaps the [...]
Technology of the Future: Invisibility Cloaks
Could you have imagined that there would be phones small enough to fit in your pocket, smart enough to talk to you, and [...]
Will Inflation Erode Your Social Security Benefit’s Buying Power?
In 2019, Social Security benefits received a 2.8% increase[1] – the largest since 2012. But in 2020, benefits will only see a 1.6% [...]
Market Volatility – What To Do?
Times of market volatility are never pleasant, but they pose a particular threat to you as you near and enter retirement. The state [...]
Exploring Alternative Investments
We’re living – and retiring – in unique times, and some retirement strategies reflect this. Many of those nearing retirement are on their [...]
Caring for Aging Parents
Baby Boomers are sometimes referred to as the “Sandwich Generation,” because many spend time and money care for both their children and aging [...]
Lifelong Learners: Set Up a 529 Plan for Yourself
Whether you think of yourself as an old dog or spring chicken in retirement is up to you. Even if you don’t retire [...]