Retirement Planning

Things to consider as you plan your retirement

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…

4 months ago

Staying Connected

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

10 months 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…

11 months 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…

12 months 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

Winners Don’t Quit

“Success seems to be largely a matter of hanging on, after others let go.” - William Feather Winners don’t quit…

3 years ago

Market Volatility? Stay the Course.

Is the Bull market over?  Are rising interest rates going to hurt bonds?  Will inflation continue to rise? Why is…

3 years ago

Best Places to Retire? Retirees on the Move!

Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s…

4 years ago