Are You Ready to Retire Webinar
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Are You Ready to Retire Webinar
Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged.
Retirement by Design: Creating Income, Purpose, and Confidence Beyond Work
As people approach retirement, many begin to talk about it as if it’s a math problem that needs to be solved. They make it about timing, and how the money will work, and when those numbers will feel “just right.” But retirement is so much more than spreadsheets. It’s one of life’s most meaningful transitions […]
Supercharge Your Retirement Savings for 2026
As we step into 2026, it’s a great time to take a fresh look at your retirement savings and make sure your plan is working as hard as you are. Saving for retirement is one of the best ways to build long-term financial security, and the choices you make this year can have a big, […]
Long-Term Care Insurance
Roughly half of today’s 65-year olds will eventually develop a chronic medical condition, a disability, or a disorder that will require some form of long-term care services. Waiting until you are already suffering from a debilitating condition will make it nearly impossible to qualify for long-term care insurance. Regular health insurance does not cover the […]
The “New Retirement”
Emphasis in retirement is generally placed on financial planning, which is critically important, but doesn’t address the potential void of emotional, psychological, intellectual and physical adjustments. Serious attention to these non-financial aspects is important for those who are considering retirement, wanting to revitalize their current retirement and/or are a partner in a retirement relationship. The […]
2018 Retirement Account Contribution Limits
Tax-deferred retirement accounts allow investments to compound free of taxes, which can make them an exceptional investment vehicle. One of the downsides is the fact that there are annual contribution limits on these accounts. The IRS is in charge of determining the contribution limits to each of these types of accounts. In determining these limits, […]
Will Your Medicare Premium Be Increasing?
Medicare is the federal health insurance program for people aged 65 and older. It is also available to certain younger people with disabilities and those with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant). Medicare consists of 4 parts: • Part A – Hospital Insurance• Part B – Medical Insurance• Part C […]
IRA Rules for RMDs & Other Withdrawals
You have spent years accumulating assets in your IRA. If you contributed to a traditional IRA, you took a tax benefit during the year you made the contribution(s) by deducting this amount on your tax return. Your earnings can potentially grow tax-deferred until you withdraw the money. If you contributed to a Roth IRA, you […]
Long-Term Care Planning
Over the past few months more and more of our client conversations have addressed the topic of long-term care. That being the case, we thought it would be helpful to take the opportunity to provide you with some information to help define long-term care, some of the statistics associated with long-term care, and to address […]