Retirement Planning
Things to consider as you plan your retirement
Why Roth Accounts Are More Important Than Ever
A Roth IRA is a retirement savings account that allows individuals to contribute after-tax dollars, with the significant advantage that…
Savvy Savings: Resources and Discounts for Seniors 55+
Did you know there are tons of discounts and even free resources available just for seniors? Whether you’re looking to…
Retiring Wild: National Parks and You
For many retirees, finding time to experience nature can be one of the greatest pleasures in retirement. And what better…
Social Security COLA 2025
Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration.…
Staying Connected
How can a transition to retirement continue to strengthen our connections to others while simultaneously keeping us active and fit?…
Wealth Analytics: How Much Do You Need To Retire?
I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do…
529 to Roth IRA Rollovers: What to Know
As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's…
Medicare: Open Enrollment and Financial Planning
September 22nd was the last day of summer and the transition to fall is upon us. School is back in…
Social Security and Inflation
Social Security recipients received an 8.7% increase in their benefit amounts in 2023, the largest increase since 1981. The next…
Inflation Risk – Is Your Money Safe at the Bank?
According to a survey by the Society of Actuaries, one of retirees' biggest fears is investment losses. According to their…