Take Advantage of These Tax Strategies Before the Year Ends
We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also […]
November 2023
4 Birthdays Crucial to Your Pre-Retirement Plan
There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as […]
October 2023
Social Security Strategies to Discuss with a Financial Professional
Everyone’s financial situation is different. Loan status, job situation, and the age of your kids all significantly impact your financial situation as you approach retirement. When […]
Remember the Benefits of Estate Planning
Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into […]
Don’t Forget that Medicare Open Enrollment is Here!
From October 15 to December 7, Medicare has an open enrollment period.[1] This is the time when you can change your health plan and prescription drug coverage […]
Reexamining the Retirement Investment Portfolio
When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help […]
Why October is a Crucial Time for Retirees
Now that the temperature is getting colder and we’re heading into October, there is something very important on the horizon for retirees: the announcement of the 2023 […]
September 2023
Inflation Affects Your Finances, Even In Small Amounts
There’s been a lot of news about inflation lately. As of July, the inflation rate was around 3.2%.[1] This means that the cost of goods and services, […]
2 Ways to Take Care of Debt in Retirement
The unfortunate reality is that many Americans are now headed into retirement with some amount of debt.[1] In 2016, almost 61% of Americans were moving into […]
The Role of Charity in Your Retirement
Everyone wants to give back in one way or another. After you’ve spent your whole life working, you may find that in retirement, you want to give some […]
