Categories
Healthcare Retirement Planning Taxes & Tax Strategies

Retirement Has Changed – Have Your Plans?

People are retiring differently today than in the past – just think, will you retire exactly like your parents did? Probably not. Retirement is no longer about the end of […]

Categories
Retirement Planning

Practical Tips for Starting Your Retirement Off on the Right Foot

Retirement planning can be stressful because there are a lot of things to keep track of. One of the steps that often gets overlooked is announcing to your employer that […]

Categories
Social Security

Be Part of the 4% When it Comes to Social Security

According to a recent study, only 4% of retirees claim Social Security benefits at the optimal time, losing out on an average of $111,000 per household.[1] There are many things […]

Categories
Lifestyle

3 Important Lessons from The Beverly Hillbillies

Although you may not have ever struck oil, you’ve already won the retirement lottery by working hard to save and benefiting from market growth and home appreciation. Now the question […]

Categories
Federal Reserve Taxes & Tax Strategies

Where Could Interest and Tax Rates Be Headed?

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 […]

Categories
Lifestyle

Why the Future isn’t Always What You Expect

You might have a lot to look forward to in the future. Maybe your children will graduate from college, maybe you’ll become a grandparent, and of course, you’ll retire! We’ll […]

Categories
Retirement Planning

4 Major Retirement Challenges to Overcome

Today’s retirees may be the richest the world has ever seen with Baby Boomers holding more than half of U.S. household wealth as of the end of 2020.[1] While you […]

Categories
Psychology

Do We Live In An Ageist Society?

America has an aging population, and many of our most successful individuals are middle-aged or older. Yet, there seems to be evidence of widespread ageism. Sometimes it can be seen […]

Categories
Retirement Income Planning

4 Reasons to Have a 401(k) Strategy

If you’ve saved a substantial amount in a tax-deferred retirement account, it will no doubt be instrumental in retirement. The next step is to strategize how you’ll use those savings. […]

Categories
Financial Planning Retirement Income Planning Retirement Planning Videos

EFM Happenings and Reminders

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Categories
Lifestyle Retirement

4 Ways to Use Your Phone While Traveling

Do you plan on taking a vacation this summer? After forgoing travel for over a year, many people are planning trips this summer. If you do, there are many ways […]

Categories
Economy Financial Planning Government

Is Our Government Anticipating Inflation?

The Consumer-Price Index (CPI) rose to 4.2% in April as compared to last year.[1] We could see higher prices when it comes to travel, food, cars, and other common goods […]