Today, you can access almost anything through the internet. The internet is a convenient way to handle communication, business activities, and social interactions. The speed at which technology has accelerated over the past few decades is astounding. You can also...

While we saw record highs in the market in 2021, there’s no telling what could happen in 2022 or beyond. There are reasons we could see a market correction, and now is the time to ask yourself if you’re prepared for one. It can be hard to chart a course for retirement...

If you’ve ever owned a house, you know how much upkeep it requires. Something always needs to be fixed or replaced, and if small problems go unchecked for too long, they can turn into bigger problems. The same is true for retirement planning. Here are three important...

There are reasons to be optimistic about 2022, but there are also reasons to be worried: Everyone is wondering if we will see more inflation in 2022, where the market is headed, and the effects of a new COVID variant. But whatever 2022 holds, it’s important to make a...

Social Security recipients will see a 5.9% increase in 2022 – the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.1 While this is good news, it’s important to consider what this high Social Security...

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 and prepare for 2022 and beyond....

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 needing long-term care, you...

The IRS has recently announced the 2022 tax changes, including the 2022 tax brackets. The new 2022 tax brackets are as follows: Individual Filers (Single) 10%: $0 - $10,275 12%: $10,276 - $41,775 22%: $41,776 - $89,075 24%: $89,076 - $170,050 32%: $170,051 - $215,950...

Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades1? You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly...

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 the...

When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including...

Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.1 Even retirees who have saved a substantial amount for retirement may be worried about outliving their savings, and there may be good reasons for this....