Blog
COVID-19 and Your Retirement
Could COVID-19 change our lives forever? Undoubtedly so. The viral outbreak has absolutely upended our lives. With the stock market meltdown that began on February 20, 2020 and panicked headlines dominating the news, the financial...
Read MoreSettling into Life at Home
The coronavirus is keeping us indoors, but you may still have to step out for essential errands like grocery shopping, grabbing take-out meals or picking up prescriptions from the pharmacy. As you’re venturing out, be cautious of...
Read MoreThings to Remember During Uncertain Times
With uncertainty swirling over the coronavirus (COVID-19), the markets are undoubtedly taking a hit. And while market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful...
Read MoreAlternative Funding Strategies for Long-Term Care
As we get older and become frailer, we may find ourselves needing help with everyday activities that’s as simple as getting dressed, eating, or getting in and out of bed. Even if we’re healthy, accidents may necessitate assistance with...
Read MoreBoost Your Savings Goals with Tax Diversification Strategies
After working hard all your life and planning diligently to achieve financial independence, the last thing you want is having to fork over a large percentage of your income to the IRS. Even when you’ve left the workforce, taxes will...
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How the SECURE Act May Impact Your Retirement
The retirement landscape is constantly in flux as Americans adapt to the ever-changing financial environment. On December 20, 2019, President Donald Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as...
Read MoreThree Tips to Start Saving Now
Saving is something many people wish to do more of, but a study finds 58% of Americans have less than $1,000 tucked away in their savings.1 Because we live in a society of consumerism and consumption, we spend beyond our means and have...
Read MoreYear-End Financial Planning
As we set our eyes on the new year, it’s an ideal time to sit down and review your financial strategy. Take a few moments to review some of these deadlines and take advantage of the opportunity to grow your wealth and better position...
Read MoreIs Working in Retirement Worth It?
Today, Americans 65 and older are more likely to be working than in 1985. More than 20% are working part- or full-time, and the numbers are projected to continue climbing, according to a recent study.1 Reasons for working longer? There...
Read MoreLong-Term Care Can Ease Family Burdens
If you’re like most people, you don’t like the thought that you might need long-term care (LTC) at some point in your life. Today, there’s a 70% chance that you’ll be needing some type of LTC service when you turn age 65.1 However, LTC...
Read MoreThe Three Pillars of Happiness in Retirement
What does it mean to be truly happy in retirement? Is it financial independence, health, adventure, or all of the above? The vision of the ideal retirement is often different from person to person, but the foundation of a happy and...
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