Retirement Planning

Oct 173 min read

Long-Term Care: Why You Should Start Planning Sooner Than You Think

Learn about Long-Term Care: costs, payment options, and how Long-Term Care Insurance can help protect your future.

Jul 25, 20232 min read

5 Common Questions People Ask Near Retirement (5/5)

5. What are my healthcare costs in retirement? If you are like most Americans, health care is expected to be one of your largest expenses...

Jul 18, 20232 min read

5 Common Questions People Ask Near Retirement (4/5)

4. What are my options for Social Security? Social Security is a complex government program that provides benefits to retired workers and...

Jul 11, 20232 min read

5 Common Questions People Ask Near Retirement (3/5)

Question 3: What are my sources of income in retirement? Generating income in retirement without having a consistent salary is daunting...

Jul 6, 20232 min read

5 Common Questions People Ask Near Retirement (2/5)

Question 2. How can I create a retirement budget? Most people aren’t exactly sure what they will want to spend in retirement. It is a new...

Jun 27, 20232 min read

5 Common Questions People Ask Near Retirement (1/5)

Question 1: How much money do I need to retire? Retirement planning is important no matter what stage of life you are in. However, once...

Aug 24, 20222 min read

The Simplest Way To Start Saving More

Everyone struggles with savings. "Saving more" tops the list of many New Year's resolutions, but then life happens and that resolution...

Aug 19, 20222 min read

What does retirement mean to you?

Last week, Serena Williams announced her retirement in a Vogue article. She had several interesting things to say about retirement. I...

Sep 20, 20213 min read

401(k) Rollovers: What should I do?

So… that job is history. But that 401(k) from your old employer is not. There are billions of dollars sitting unclaimed in workplace...

Sep 3, 20213 min read

How Does Inflation Affect Retirement Planning?

Inflation can have a big impact on retirement planning as it lowers the value of the dollars you save over time. It is likely that the...

Jun 11, 20213 min read

Backdoor Roth IRA: Everything you need to know

What is a backdoor Roth IRA? A backdoor Roth IRA is not an official type of retirement account. Instead, it is a process for high-income...