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…

1 month 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…

2 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…

6 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.…

9 months 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

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…

2 years 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