Be Prepared for 2022
A new year can bring about a new mindset and optimism, but it’s also important to have a plan to deal with the challenges we could face. We could see high inflation, a volatile market, and higher taxes, and it’s important to have a [...]
Give Yourself the Gift of a Retirement Plan
Hopefully, all your presents are wrapped and under the tree by now. This is a time of year when we’re mostly focused on other people, but once you’ve distributed all of your gifts, consider giving yourself the gift of a retirement plan. To help [...]
What Gift Do You Give to Someone Who Has It All?
We’ve all found ourselves in this scenario before: You ask someone what they’d like for a gift, and they can’t give you an answer. They simply say that they don’t need anything, despite your desire to give them a token of your appreciation. If [...]
Review Your Investment Strategy and Prepare for 2022
The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy [...]
Gifts That Could Keep on Giving
Have you finished your holiday shopping this year? As we age, we have more and more relatives and friends that we exchange gifts with, which means more money and more time spent shopping. So, when your loved ones start handing out their lists, it [...]
Don’t Forget These Important End-of-Year Deadlines
Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it can be easy to forget about your end-of-year financial checklist. However, December 31st is [...]
3 Alternative Gift Ideas for the Holiday Season
There are always a few people who are hard to shop for on your list. Sometimes someone just seems to have everything or says they don't want anything for Christmas this year. Consider these alternative gift ideas this year instead of continuing to fill [...]
How Will You Pay for Long-Term Care in the Future?
Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering.[1] If you have a 70% chance of [...]
How to Change Your Habits
We've all heard the saying, "you can’t teach an old dog new tricks,” but is it true? Maybe it is for dogs, but not for people. You can always learn new habits, no matter what age you are. It starts with understanding how the [...]
