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Financial Planning Healthcare

Don’t Miss These End of Year Healthcare Deadlines

An average 65-year-old couple retiring today will need an estimated $285,000 to cover their healthcare costs.[1] This doesn’t even include long-term care costs, which can run as high as $253 […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

Is Your Mindset Right for an Amazing Retirement?

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Financial Planning Lifestyle Retirement Income Planning Retirement Planning

Is Your Mindset Right for an Amazing Retirement?

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Charitable Giving Financial Planning

Time to Give Thanks: Charitable Giving Before the Year’s End

You’re probably looking forward to Thanksgiving, even if it looks a bit different this year or you’re not a big fan of turkey. Whatever your Thanksgiving is like this year, […]

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Financial Planning Healthcare

How Much Could Long-Term Care Cost You?

If you have elderly parents or know someone who does, you already know that there are many hard decisions to make when it comes to long-term care, especially during the […]

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Financial Planning Lifestyle Retirement Income Planning Retirement Planning

Retirement: It All Starts with a Budget

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Financial Planning

4 Ways to Prepare No Matter What the Future Brings

Nobody has a crystal ball to tell us exactly what the future holds, but don’t let uncertainty be the reason you’re unprepared for retirement.  As someone who has worked hard […]

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Financial Planning Social Security Taxes & Tax Strategies

How Will Social Security Benefits and Taxes Change Next Year?

The Social Security Administration recently made some important announcements that workers and retirees should note, including a Social Security benefit increase – and a tax increase. While it’s very unlikely […]

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Financial Planning Healthcare

3 Things to Know About Covering Healthcare Costs In Retirement

Consider that the average 65-year-old couple retiring today will need an estimated $363,946 to cover their healthcare costs in retirement, and this does not include long-term care costs.[1] Many people assume […]

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Financial Planning

Financial Lessons from a Founding Father

America is taking another look at Alexander Hamilton thanks to the hit Broadway musical celebrating his role in shaping our nation. As the first Secretary of the Treasury, he created […]

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Financial Planning

3 Tools to Help Survive Hard Times

Since there is so much uncertainty right now, many are making predictions about where the economy is headed, when the virus will subside, and when we will return to “normal.” […]

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Financial Planning Social Security

Should You Claim Social Security Early Due to Financial Hardship?

If your financial or employment situation has changed due to coronavirus, you may be rethinking your Social Security claiming strategy. While you can claim Social Security benefits as early as […]