Retirement is a stage in life that many look forward to. However, it comes with its own set of financial challenges, among them being the handling of taxes. Contrary to popular belief, tax responsibilities do not necessarily [...]
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources of income, it's essential to consider various strategies to supplement Social Security [...]
When you think about your finances or financial topics, you probably think of the stock market, inflation, interest rates, valuation ratios, and other complex concepts. Well, forget all of that. The truth is your financial security is [...]
When planning for retirement, it's essential to consider the potential medical expenses that come with aging. Here are some key questions we get a lot when we talk with clients about medical expenses in retirement. Question 1: [...]
You may be thinking that you’ll save for retirement later. Right now, there are bills to pay and things you want to do with your money, so retirement isn’t on your radar. You may also be thinking, [...]
Even if you are comfortable in your financial life, even if you are fairly wealthy, there are still pitfalls when it comes to retirement! There are many things that affluent retirees don’t take into account, specifically because [...]
There has been a lot of chaos in the market over the last few years, and you may find yourself worried that you’re retiring at the wrong time. You may be worried that you will retire right [...]
Have you been considering the impact taxes will have on your retirement savings? Have you been strategic in managing the effect taxes may have on your financial future? If you answered no to either of these questions, [...]
You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan that takes almost everything into account except for medical expenses. [...]
Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care that goes beyond [...]
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