Retirement Planning

Things to consider as you plan your retirement

Medicare: Open Enrollment and Financial Planning

Autumn is upon us. School is back in session, Monday night football is back, pumpkin spice flavors everything, and open…

4 weeks ago

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…

5 months ago

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…

6 months ago

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…

10 months ago

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.…

1 year ago

Staying Connected

How can a transition to retirement continue to strengthen our connections to others while simultaneously keeping us active and fit?…

1 year ago

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…

1 year ago

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…

1 year ago

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…

2 years ago

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…

3 years ago