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We always say that there is no single retirement planning solution that works for everyone. Each client is unique, and their decisions regarding retirement will depend upon many different factors which vary from one person to the next. However, there are certainly things we must all consider when planning…
If asked what would happen to your loved ones in the event of your untimely death, you would probably concede that life insurance would be an invaluable resource to protect them. Few people debate this point, but many are convinced that they probably can’t afford the life insurance policy they…
Once you retire, many parts of your life will change. Hopefully, all of these changes are for the better! But we have discovered a few things that tend to take retirees by surprise, particularly with regard to income taxes. So keep these things in mind as you transition into retirement…
A person turning 65 years old today stands about a 70 percent chance of needing long-term care at some point in their lifetime*. Twenty percent of people will need nursing care for longer than five years*. With the cost of nursing homes or home health aides rising each year, this…
Do you remember when your parents or older friends retired? They probably made it look easy, or at least not overly difficult. Hopefully it will go that way for you, too… But because retirees face a very different reality today, we wanted to remind you of the challenges most will…
For many people, the new year signals a time of fresh starts, resolutions, and reaching for new goals. But it’s also, quite simply, a new fiscal year. January 1 is often the starting point for many changes issued by the federal government, including changes within the Social Security system. In…
When it comes to retirement planning, you will be faced with a variety of options. One of the most important things to remember, with regard to various savings or income-generating vehicles, is not only how they benefit you in the future, but also how a particular option might benefit you…
For those of you who are contributing to a tax-advantaged retirement account, such as a 401(k), we have some great news: The IRS has increased contribution limits for 2018. Now you can stash $18,500 in your retirement account, on a pre-tax basis, throughout 2018. This new rule also applies to…
Each fall, Social Security announces whether they will be releasing a cost of living adjustment (COLA) for beneficiaries, taking effect the following January. In recent years, COLA has been historically small or non-existent, but this year we have good news for recipients of Social Security: Checks will be rising by…
There are numerous different ways to invest and grow your personal wealth. Conversely, there are just as many ways to sabotage your long-term financial strategy! Working with a skilled financial advisor can help you identify beneficial opportunities as well as avoid potential pitfalls. The following eight mistakes are some of…
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