April 22, 2020

The country has plunged into difficult financial territory with the recent COVID-19 outbreak. We have been through this territory before with the Great Recession over a decade ago and the economic struggles post-9/11. Each time, patient investors have found their inves...

March 24, 2020

Right now, the country is going through something most of us have never experienced before. The barrage of news about coronavirus can feel scary and overwhelming as you worry about yourself, your friends and your family.

That’s why we wanted to focus on some positives r...

March 3, 2020

When you retire, you will face a lot of fun choices. Sleep in or get up early? Travel the world or stay home? Host the next get-together with friends, or go to someone else’s house?

There’s no wrong answer to any of those questions. But you will also face more serious r...

January 23, 2020

A recent feature on NBC News depicted a shocking scenario: Elderly and disabled people, booted out of their nursing homes, no place to go and no one to help them.

Alas, while these scenes are heartbreaking and troublesome to anyone with a heart, they aren’t uncommon. Nu...

December 16, 2019

Taxes are an inevitable part of life, whether you’re still working or you’re retired. When you enter retirement, your funds may be more limited, and you don’t want to get a surprise tax bill when you have less financial flexibility.

That’s why you need to plan ahead for...

November 5, 2019

You started out with the best of intentions. You meant to start contributing to your 401K right out of college, but you were trying to put all your extra money to paying down your student loans, and suddenly you’re almost 40 and your retirement savings are woefully low...

September 26, 2019

With so many Boomers now well into retirement and Generation X poised to follow, the issue has become one of great importance at the national level. That sparked the recent introduction of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in Congre...

August 30, 2019

Most people would rather get a root canal than have a serious talk about life expectancy. We get it; it’s not the easiest of topics to discuss. But when it comes to planning for your retirement, you need to have an honest conversation with yourself about the subject.

On...

July 24, 2019

Many people think about retirement as something with hard and fast rules you must comply with, or else you won’t have a good experience. In fact, that couldn’t be further from the truth.

So much of retirement planning is individualized. What works for one person may not...

July 1, 2019

You probably already know that footing the bill for healthcare as a senior can become expensive. Adults over age 65 pay hundreds of dollars each month on Medicare premiums.

What you may not know is that Medicare won’t even cover all your health needs. There are other th...

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