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, it’s a good time to think about how you express gratitude. Some people donate their time or money to a charitable organization, especially around the [...]

By |2020-11-23T11:47:14+00:00November 23rd, 2020|Charitable Giving, Financial Planning|0 Comments

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 pandemic. And figuring out the finances can be even harder. Trends could change in the coming decades, such as moving long-term care into the home, [...]

By |2020-11-15T22:27:53+00:00November 15th, 2020|Financial Planning, Healthcare|0 Comments

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 for what they’ve earned and is likely invested in America’s future, you may be concerned about what the future could bring.  But, it’s important to [...]

By |2020-11-01T18:56:33+00:00November 1st, 2020|Financial Planning|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

3 Options for Your 401(k) When Leaving Your Job

If you’ve ever left a job, you may have had to decide what to do with your old 401(k). You might have rolled it over into a 401(k) at your new job or even forgotten about it when you were younger. But if you’ve recently lost your job, retired, or left your job for another [...]

By |2020-09-21T01:42:57+00:00September 21st, 2020|Financial Planning, Retirement Planning|0 Comments

Preparing the Next Generation to Inherit Wealth

Estate planning is an important part of retirement planning for many reasons: You've worked hard for your money and want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Without careful planning and discussion, you could end up passing [...]

By |2020-08-31T12:30:07+00:00August 31st, 2020|Estate Planning, Financial Planning|0 Comments

Pension Or No Pension, Have a Plan for Creating Retirement Income

Here's proof that funding retirement has changed: In 1970, 45% of private-sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by 401(k), IRAs, and similar retirement plans, and retirees must find a way to make their savings last throughout retirement. If you are lucky enough to have [...]

By |2020-08-03T01:08:27+00:00August 3rd, 2020|Financial Planning, Retirement Planning|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
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