Why Family Matters in Long-Term Care and Estate Planning
When we consider long-term care planning, some of us may eventually think: “I don’t want to be a burden to my family.” And that is a common and valid worry! As much as our [...]
Long-Term Care Awareness Month
As we observe Long-Term Care Awareness Month this November, it is an opportune time to have important conversations about our future needs. Thinking about aging or sudden health changes can be difficult, but preparation [...]
Staying Active in Retirement: Supporting Your Health and Financial Plan
Retirement marks the beginning of an exciting new chapter, as leaving the workforce offers you the freedom to focus on what matters most to you. But to truly enjoy those years, maintaining a proactive [...]
Golden Years, Golden Leaves: Top Late-Season Autumn Trips
Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, these top U.S. destinations [...]
Medicare Open Enrollment Checklist
Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out [...]
6 Quick Ways to Observe Financial Planning Month
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that [...]
Managing Taxes in Your Estate Plan
Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage [...]
Is Your Retirement Income Weatherproof?
For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your [...]
Addressing Longevity Risk: Planning for a Retirement That Lasts
When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading [...]
College Tuition or Retirement Confidence? How About Both?
You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet [...]
