It’s a common misconception that Medicare will cover all health costs during retirement. Frequently, we encounter clients with comprehensive retirement strategies that have considered nearly every aspect of their retirement except healthcare. They tend to assume that [...]
One financial tool your retirement toolbox might be missing is annuities. When it comes to designing a retirement plan that works for your situation, it’s important to know what an annuity is and how it can work [...]
A common question when it comes to retirement is, "How much do I need to have saved to live comfortably?" You're probably asking yourself that question all the time. It might even be something that causes you [...]
When planning for retirement, the common advice is that you should adopt a less risky investment approach as you get closer to retiring. Is this always the best advice? Could there be circumstances where it is beneficial [...]
As you near your golden years, you might notice your children are carving out their career paths. Their financial goals might be taking shape, but they may lack the financial wisdom you've gathered over the years. Here [...]
Retirement ushers in a new phase of life, often characterized by significant lifestyle changes. One such change that many seniors contemplate is downsizing their homes. While this decision has numerous benefits, it's essential to understand the costs [...]
As the holiday season approaches, you might be eager to spend quality time with family, focusing on the essential things that make life meaningful. Consequently, you could have spent a bit more on travel and gifts for [...]
Retirement planning is a crucial process that requires careful consideration of various factors, including investment options, risk tolerance, and fees. Fees are an essential aspect of retirement planning, as they can significantly impact the overall value of [...]
For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy and success was never guaranteed. Retirement planning is the next uncharted water for you, and there’s no one-size-fits-all map. Ultimately, when you [...]
Recent events have everyone wondering when a sense of normalcy will return. But the answer isn’t as simple as hoping for a date when stay-at-home orders will be lifted. No one knows if there is a long [...]
