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retirement planning

Warming Up for Retirement

November 7, 2020

Almost everything we do has some type of a preparation process or warm-up routine.  From playing golf to driving a car, every activity has certain steps that should be taken before you begin, and retirement is no different. This next period of your life requires some warming up – financially and otherwise. Preparation is everything in life. Think…

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financial planning

4 Ways to Prepare No Matter What the Future Brings

November 1, 2020

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 remember that no…

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retirement planning

Three Things to Scrap In Retirement

October 31, 2020

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 list once they…

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financial planning

How Will Social Security Benefits and Taxes Change Next Year?

October 26, 2020

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 was projected to…

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retirement lifestyle

Your Retirement Should Be What You Want It to Be

October 23, 2020

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 enjoy. One thing…

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retirement planning

The 3 Biggest Concerns You Could Face In Retirement

October 19, 2020

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 tax burden, and…

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future

3 Ways Life Could Be Different In 2050

October 16, 2020

2050 seems like a long time away, but 2019 seemed far away in 1989. Back then, did you think a cell phone would fit into your pocket? Or that you could shout at Alexa to order you more paper towels without getting off the couch? Technology has transformed the way that we live over the last 30 years,…

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4 Things to Know About Medicare This Month

4 Things to Know About Medicare This Month

October 12, 2020

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 for when you…

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long term care planning

Moving Long-Term Care Into the Home

October 9, 2020

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 lonely older people.…

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roth ira investing

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

October 4, 2020

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] This is one…

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