The only certainty in life is that there will be uncertainties. However, that doesn’t mean you can’t create a plan to address them. Retirement shouldn’t be a time of anxiety or worry; it should be a time when you feel financially secure and can enjoy the money you’ve...

One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according to a recent study.1 Although good health is priceless, it could cost you in...

Do you ever feel like you live in a completely different world than you did 20 years ago? It’s worth thinking about how different it will be in another 20 years. Beyond cultural and personal changes, we could see major economic changes that could affect us in...

They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden both before and in retirement. An advantage of going to one...

You’ve probably heard about or experienced the effects of inflation – everyday items can cost more, and the monthly inflation numbers make the news. While the increased costs we see on a regular basis can have an impact on our finances, there may be some potential...

Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several...

If you’ve had your Medicare Supplement Plan for a few years now, chances are you’ve experienced your rates going up year-after-year. Right? Well… If so, you’ve come to the right spot. In this article, we’ll show you how you can keep your identical coverage,...

Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement if you’re not prepared. Have a plan for handling retirement...

Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. And while we know what the tax rates are now, we don’t know what they’ll be in 10 or 20 years – or even one year from now. This...

They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden before and in retirement. An advantage of going to one professional for...

Many of today’s retirees are the wealthiest retirees of all time. Rising home values, strong market returns, and a generation of dedicated workers mean that there are more millionaires than ever. But, even if you have built a substantial nest egg, you may not feel...