Long-Term Care Awareness Month
As we observe Long-Term Care Awareness Month this November, it is an opportune time to have important conversations about our future needs. Thinking about aging or sudden health changes can [...]
Staying Active in Retirement: Supporting Your Health and Financial Plan
Retirement marks the beginning of an exciting new chapter, as leaving the workforce offers you the freedom to focus on what matters most to you. But to truly enjoy those [...]
Golden Years, Golden Leaves: Top Late-Season Autumn Trips
Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, [...]
Medicare Open Enrollment Checklist
Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter [...]
6 Quick Ways to Observe Financial Planning Month
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and [...]
Managing Taxes in Your Estate Plan
Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate [...]
Is Your Retirement Income Weatherproof?
For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial [...]
Addressing Longevity Risk: Planning for a Retirement That Lasts
When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, [...]
College Tuition or Retirement Confidence? How About Both?
You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them [...]
Pros and Cons of Keeping Your Assets in Your Retirement Accounts
As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, [...]
7 Books About Money to Enlighten and Entertain
Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet [...]
Managing Market Volatility: How Gen X and Baby Boomers Navigate Shifting Financial Landscapes
Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in [...]