Three Things to Scrap In Retirement

Successful people are ambitious and disciplined. They set big goals and focus on achieving them over the course of a long career or a lifetime. Many people also have high-flying goals for their personal life– run a marathon, hike Mt. Everest, etc. There are people who assume they’ll cross many of them off their bucket [...]

By |2020-11-03T17:26:27+00:00October 31st, 2020|Lifestyle, Retirement|0 Comments

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 that the program will ever disappear, we could see changes in the coming years due to the program's financial state. The Social Security trust fund [...]

By |2020-10-26T12:46:19+00:00October 26th, 2020|Financial Planning, Social Security, Taxes|0 Comments

Your Retirement Should Be What You Want It to Be

For decades you've done what's expected of you - work hard for a living, take care of your loved ones, and often forgo putting yourself first. That all changes in retirement. Whether you're traveling, volunteering, taking up new hobbies, or relaxing with friends and family, retirement is a time to unwind and do something you [...]

By |2020-10-23T16:34:47+00:00October 23rd, 2020|Lifestyle, Retirement Planning|0 Comments

The 3 Biggest Concerns You Could Face In Retirement

When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy about retirement, but it also comes with its challenges. Some of the biggest concerns you could face in retirement could be market volatility, an increased [...]

By |2020-10-19T13:38:57+00:00October 19th, 2020|Retirement Planning|0 Comments

4 Things to Know About Medicare This Month

One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $363,946 to cover their healthcare costs, according to one study.[1] With the Medicare fall open enrollment period starting on October 15th, it’s time to assess your options or start thinking about your Medicare strategy [...]

By |2020-10-12T02:20:04+00:00October 12th, 2020|Healthcare|0 Comments

Moving Long-Term Care Into the Home

There is a shift away from providing long-term care services in hospitals and nursing homes to proving them in individuals’ homes. This was happening before the pandemic, but the trend is now accelerating for several reasons. Many nursing homes did not allow visitors for months during the pandemic, understandably leading to many worried families and [...]

By |2020-10-09T11:58:40+00:00October 9th, 2020|Healthcare|0 Comments

3 Things You Can Do If You Don’t Qualify for a Roth IRA

There's evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. By the end of the year, total government debt is expected to almost equal the size of the U.S. economy.[1] [...]

By |2021-09-09T22:29:08+00:00October 4th, 2020|Investing Strategies, Retirement Planning|0 Comments
Go to Top