4 Essential Items to Pack on Your Trip This Summer

If you’re traveling this summer, there are certain staples you can bring wherever you go. When packing for a trip, everyone immediately thinks of underwear and a toothbrush, but there are other essentials that don’t come to mind as easily. And even if you forgot those two things, you can buy a new toothbrush or [...]

By |2020-07-31T23:17:47+00:00July 31st, 2020|Lifestyle|0 Comments

3 Things to Know About Your 401(k)

We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. There are several important things to know about your 401(k), such [...]

By |2020-07-26T20:09:28+00:00July 26th, 2020|Financial Planning, Retirement Planning|0 Comments

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 the first national bank, consolidated the new country’s war debts, and established federal credit. You could say he was America’s first Chief Financial Officer. He [...]

By |2020-07-25T03:25:48+00:00July 25th, 2020|Financial Planning|0 Comments

3 Things to Know If You Don’t Want to Leave Your Retirement Income to Chance

If you're nearing the end of a long career or have recently retired, you know something about what it takes to be successful. Luck can help, but hard work and proper planning are much more important. It's the same with retirement. Deciding where your income will come from, working to help minimize your tax burden, [...]

By |2020-07-19T20:05:52+00:00July 19th, 2020|Financial Planning, Retirement Planning|0 Comments

4 Fun and Affordable Retirement Activities

Entering retirement can mean a dramatic shift in lifestyle, but luckily there is plenty of time for new or old hobbies. Remember, you’re not just retiring from something, you’re retiring to something. The “what” is up to you, and there are many options other than expensive hobbies. Here are four fun and affordable retirement activities. [...]

By |2020-07-17T05:19:00+00:00July 17th, 2020|Lifestyle, Retirement|0 Comments

Preparing for Retirement Is Like Planning Your Summer

Summer is here, and whether you’re going to relax, visit friends, or take a trip, it’s important to consider how you will spend your time. As a kid, you probably looked forward to summer vacations where you had a break from responsibilities and your time was your own. Retirement is similar, except that it lasts [...]

By |2020-07-10T20:47:22+00:00July 10th, 2020|Retirement Planning|0 Comments

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 that Medicare will cover all of their healthcare needs, but Medicare is neither free nor comprehensive healthcare coverage. There can potentially be many out-of-pocket [...]

By |2020-07-07T19:01:55+00:00July 6th, 2020|Financial Planning, Healthcare|0 Comments

The Pursuit of Freedom and Happiness in Retirement

Happy 244th birthday, America! The holiday is enough reason to celebrate, but after months of quarantine, seeing loved ones and spending time outside in the warm weather is even more reason to celebrate. One of the best things about retirement is freedom – you can choose what to do with your time and where you’ll [...]

By |2020-07-03T15:56:57+00:00July 3rd, 2020|Lifestyle, Retirement Planning|0 Comments