A Brief Checklist for Pre-Retirees
If you’re feeling lost about where to start preparing for your retirement, this article is for you. It may be difficult for you to find good retirement advice—as Americans, we tend not to like [...]
Why Gen-X Should Prepare for Retirement
Those in Gen-X are likely to be entering some of their highest earning years, and you may be among them. And while it can be very exciting to finally be able to set up [...]
Here’s What Medicare May Not Cover…Are You Prepared?
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 [...]
Retiring With Your Spouse? Here’s What to Know
If you don’t know what your spouse wants out of retirement, you might be faced with unforeseen, costly mistakes. Ask yourself if you know their specific plan. Do you know the day they plan [...]
Navigating Financial Security in Retirement: The Role of Work
Retirement is often envisioned as a time of leisure and freedom from the demands of a full-time job. However, the rising costs of living and uncertain economic conditions characterized by high interest rates and [...]
5 Things to Help You Get Started on Legacy and Estate Planning
Do you have a plan for what will happen to your assets when you pass away? This may be something that you should be working into your overall financial plan. Without a specific estate [...]
How to Know if You Have Enough Saved for Retirement
The most pressing question regarding retirement is, "What amount should I have in savings?" This concern might cross your mind a lot. It could even be a source of significant stress for you. The [...]
Long-Term Care Costs Could Hurt Your Savings… But You Have Options!
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 [...]
What to Know When Retiring into Uncertain Times
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 [...]
Don’t Ignore These Risks for Retirement!
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 [...]
