Time to Review Your Investment Plan
The end of the year is a good time to reflect on 2020, how your financial situation may have changed, and your goals for next year. You can look at how your investments are doing, review […]
December 2020
Financially Savvy Gifts for Friends and Family
You can get away with handing out cards drawn with colorful crayons as your go-to gift when you’re young, but when you get older your shopping list grows. As we age, we have more and […]
Don’t Miss These End of Year Healthcare Deadlines
An average 65-year-old couple retiring today will need an estimated $285,000 to cover their healthcare costs.[1] This doesn’t even include long-term care costs, which can run as high as $253 per day on average […]
November 2020
Time to Give Thanks: Charitable Giving Before the Year’s End
You’re probably looking forward to Thanksgiving, even if it looks a bit different this year or you’re not a big fan of turkey. Whatever your Thanksgiving is like this year, it’s a good time to […]
How Much Could Long-Term Care Cost You?
If you have elderly parents or know someone who does, you already know that there are many hard decisions to make when it comes to long-term care, especially during the pandemic. And figuring out the […]
4 Ways to Prepare No Matter What the Future Brings
Nobody has a crystal ball to tell us exactly what the future holds, but don’t let uncertainty be the reason you’re unprepared for retirement. As someone who has worked hard for what they’ve earned and is […]
October 2020
How Will Social Security Benefits and Taxes Change Next Year?
The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and a tax increase. While it’s very unlikely that the program will ever disappear, […]
3 Things You Can Do If You Don’t Qualify for a Roth IRA
There’s evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. […]
September 2020
3 Options for Your 401(k) When Leaving Your Job
If you’ve ever left a job, you may have had to decide what to do with your old 401(k). You might have rolled it over into a 401(k) at your new job or even forgotten about […]
August 2020
Preparing the Next Generation to Inherit Wealth
Estate planning is an important part of retirement planning for many reasons: You’ve worked hard for your money and want to see it passed down in the most efficient way possible for your loved one’s benefit. […]
