by Kevin | Jul 25, 2020 | Financial Planning
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...
by Kevin | Jul 19, 2020 | Financial Planning, Retirement Planning
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...
by Kevin | Jul 6, 2020 | Financial Planning, Healthcare
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...
by Kevin | Jun 22, 2020 | Economy, Financial Planning
While no one knows what this decade will bring, we might look to history for some insight. One hundred years ago, America was reeling from the Spanish Flu and uncertain economic prospects. At the time, many may have been pessimistic, but then we entered the Roaring...
by Kevin | Jun 8, 2020 | Financial Planning
A 12 year-long bull market run recently came to a close, and many Americans have experienced the effects. For those nearing or in retirement, this can be especially worrisome. If you’re wondering what your course of action should be right now, you should consider your...
by Kevin | May 18, 2020 | Financial Planning, Social Security
If your financial or employment situation has changed due to coronavirus, you may be rethinking your Social Security claiming strategy. While you can claim Social Security benefits as early as age 62, you will receive a permanently smaller benefit. If you wait to...
