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Fall is a season of change. As the weather gets cooler and the leaves on the trees start to change color, it’s a reminder that winter is around the corner. You may be refreshing your winter attire or making plans for the winter season. In the same way you adjust for a new season, you […]Continue reading
Taxes are one of the most important things to consider when it comes to your retirement. You’ll likely have several sources of income in retirement that can be taxed, such as IRA distributions and Social Security benefits. But is your income tax-advantaged? A tax strategy for retirement income can help reduce your tax bill. […]Continue reading
“If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. And you probably know—or are learning—that’s a big responsibility.” AARP provides more detailed content and checklists for this piece. Do you have the proper documents? Will Health Care Power of Attorney Medical Durable Power of […]Continue reading
It’s important to budget and keep your numbers in check throughout the year. Too often, we can get sidelined, and before we know it, we’re no longer moving in the right direction. Use the checklist below to get back on track before the calendar flips us into 2022. Is your holiday budget out of […]Continue reading
According to a February 2021 Barron’s article, there will be 60% more elderly population by 2030. That’s less than a decade away, which means now could be the time to talk about care planning. If you’re an annuity owner, chances are you’re either part of the 79% that see it as a resource to avoid […]Continue reading
Social Security is neutral with respect to gender—individuals with identical earnings histories are treated the same in terms of benefits. This information from the Social Security Administration (SSA) highlights how the Social Security program impacts women and the specific demographic characteristics of women compared with the entire population. Women tend to earn less than […]Continue reading
You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need? Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading
You have spent your whole life organizing your legal documents, so each piece is readily available for doctors’ visits, taxes or other financial opportunities. But does your family understand where to find these vital documents in a time of need? Utilize this checklist to create an inventory of all of your personal, financial, and […]Continue reading
As we head toward the finish line of 2020 and gear up for 2021, setting goals and getting your life in order should be a priority. One of the best places to start is by understanding your net worth and determining if you are on track to meet your goals. Your net worth provides a […]Continue reading
As we head into the end of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that is aimed at providing better clarity and transparency when it comes to investments that your advisor […]Continue reading
