September 21, 2023 at 4:12:52 PM

The Importance of Building a Retirement Cash Flow Statement

Introduction Retirement planning is not just about accumulating a substantial nest egg; it's about ensuring a comfortable and financially...

June 27, 2023 at 3:40:57 PM

Medicare Advantage vs. Medicare Supplement Plans: A Comparison

Once individuals reach age of 65, they become eligible for Medicare. While Medicare Part A & Part B (also known as original Medicare)...

May 17, 2023 at 1:44:36 AM

The Debt Ceiling Debate

As retirement approaches, financial stability and long-term security become a primary focus. The ongoing debt ceiling debate in the...

April 13, 2023 at 4:42:25 PM

Why 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...

June 27, 2023 at 6:51:10 PM

The Downsides of Buying Long-Term Care Insurance: Weighing the Pros and Cons

Long-term care insurance (LTCI) has gained popularity as a means to protect oneself from the potentially astronomical costs of long-term...

June 22, 2023 at 6:02:04 PM

Estate Planning: Balancing Asset Protection With Living Well in Retirement

Estate planning is a crucial step in securing your assets and ensuring the well-being of your loved ones after you're no longer around....

May 5, 2023 at 3:54:37 PM

Savings Account Interest Rates: Shopping Around Pays Off

According to bankrate.com, the national average savings account interest rate is still only 0.5% as of September 2023. However, Federal...

April 1, 2023 at 4:04:27 PM

With 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....

June 27, 2023 at 5:59:56 PM

When 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...

June 1, 2023 at 4:23:46 PM

Enjoying Summer During Retirement

Retirement is a much-anticipated phase of life that offers ample opportunities to explore new horizons and enjoy the freedom you've...

May 2, 2023 at 3:55:00 PM

Avoiding Boredom in Retirement

Retirement can be a time of great freedom and possibility, but it can also be a challenging adjustment. After decades of working, it can...

February 2, 2023 at 7:52:22 PM

Planning Ahead for Tax Increases Once Tax Cuts Expire

This article discusses the potential expiration of the 2018 federal tax rate cuts and what you can do to plan ahead for potential future...