Retirement
Setting Financial Goals for 2026: A Guide for Pre-Retirees and New Retirees
This month's must-read, Setting Financial Goals for 2026: A Guide for Pre-Retirees and New Retirees, makes it the perfect time for pre-retirees and new retirees to get excited about setting some smart financial goals. Life might feel a bit uncertain with changing taxes, rising healthcare costs, and market ups and downs, but with a clear plan, you...
Bridging the Gap: Health Insurance Options Before Medicare Eligibility
This month's must-read, Bridging the Gap: Health Insurance Options Before Medicare Eligibility, outlines health insurance options for retirees. For Americans planning to retire before age 65, maintaining health insurance coverage is a top concern, as Medicare eligibility typically begins at 65. Without a plan, early retirees risk high medical costs or coverage gaps that can...
Aspects of your financial life to review as the year closes.
This month's must-read, Aspects of Your Financial Life to Review as the Year Closes, explains how to take stock of your financial life with quick, purposeful reviews. Meet your advisor to check portfolio positions, rebalance asset allocation, and max out retirement contributions—don’t forget catch-up options if you’re 50+. Pull cost-basis records, harvest tax losses, and...
10 Eye-Opening Facts About Retirement in the US: What You Need to Know in 2025
This month's must-read, 10 Eye-Opening Facts About Retirement in the US: What You Need to Know in 2025, informs readers on what many of us dream of that golden age, but with costs still creeping up and inflation easing only slightly, it’s clear we’re rethinking what it means to retire comfortably. People are tossing around...
Reference guide on the One Big Beautiful Bill Act
Our featured article of the month, Reference Guide on the OBBBA, summarizes the benefits of the act to individuals and businesses. The focus of the summary surrounds personal taxation and benefits for seniors while also providing details on benefits for business owners and college savings accounts. The reference guide is not an exhaustive list of...
Retirement Questions That Have Nothing to Do With Money
Our featured article of the month, Retirement Questions That Have Nothing to Do With Money, delves into lifestyle considerations that retirees often overlook but are just as crucial as financial planning. While securing your financial future is essential, how you spend your days—through hobbies, part-time work, or staying active and social—plays an equally vital role...
Social Security: The Elephant in the Room
Our featured article of the month, Social Security: The Elephant in the Room, outlines the history and some of the challenges facing the Social Security system. From its beginning, the system was designed to help those who had very little and who ultimately lived much shorter lives in retirement. Now, the system has expanded its...
Insurance Needs Assessment: For Empty Nesters and Retirees
Our featured article of the month, Insurance Needs Assessment: For Empty Nesters and Retirees, outlines the primary insurance coverages one should review as the kids leave the nest and retirement is within view. While the purpose of some coverages may change, some usefulness for them can still be found. For instance, Homeowner's Insurance certainly provides...
Three Key Questions to Answer Before Taking Social Security
Our featured article of the month, Three Key Questions to Answer Before Taking Social Security, touches on some of the important considerations regarding your benefits. The timing of receiving benefits certainly depends upon your personal financial situation and, of course, your educated guess on your longevity. That is an unknown factor that isn't up to any...
Managing Money as a Couple
Our featured article of the month, Managing Money As A Couple, discusses the importance of making financial decisions as a couple in the household. When I meet with clients I emphasize the importance of meeting with the couple together. I fully understand that typically one person is more interested or atuned to their financial situation...