Sep 21The Importance of Building a Retirement Cash Flow StatementIntroduction Retirement planning is not just about accumulating a substantial nest egg; it's about ensuring a comfortable and financially...
Jun 27The Downsides of Buying Long-Term Care Insurance: Weighing the Pros and ConsLong-term care insurance (LTCI) has gained popularity as a means to protect oneself from the potentially astronomical costs of long-term...
Jun 27When Should I Start Social Security Benefits?Social Security benefits play an important role in providing financial security during retirement. However, determining the ideal time to...
Jun 27Medicare Advantage vs. Medicare Supplement Plans: A ComparisonOnce individuals reach age of 65, they become eligible for Medicare. While Medicare Part A & Part B (also known as original Medicare)...
Jun 22Estate Planning: Balancing Asset Protection With Living Well in RetirementEstate planning is a crucial step in securing your assets and ensuring the well-being of your loved ones after you're no longer around....
Jun 1Enjoying Summer During RetirementRetirement is a much-anticipated phase of life that offers ample opportunities to explore new horizons and enjoy the freedom you've...
May 16The Debt Ceiling DebateAs retirement approaches, financial stability and long-term security become a primary focus. The ongoing debt ceiling debate in the...
May 5Savings Account Interest Rates: Shopping Around Pays OffAccording to bankrate.com, the national average savings account interest rate is still only 0.5% as of September 2023. However, Federal...
May 2Avoiding Boredom in RetirementRetirement can be a time of great freedom and possibility, but it can also be a challenging adjustment. After decades of working, it can...
Apr 13Why Contribute to a Roth IRA? As retirement approaches, many feel concerned about their long-term financial security. One way to improve your retirement security is to...
Apr 1With All The Bad News So Far This Year, Why are Markets Positive?There’s still a very long way to go in 2023 and many risks on the horizon, but markets are off to a good start so far in 2023....
Feb 2Planning Ahead for Tax Increases Once Tax Cuts ExpireThis article discusses the potential expiration of the 2018 federal tax rate cuts and what you can do to plan ahead for potential future...
