The Three Pillars of Happiness in Retirement
What does it mean to be truly happy in retirement? Is it financial independence, health, adventure, or all of the above? The vision of the ideal retirement is often different from person to person, but the foundation of a happy and wholesome retirement lies in these three pillars: Money – It’s been said that money […]
Five Essential Questions to Ask
Retirement is the time where we should be able to kick back, relax, and enjoy being free of responsibility. While we’re relieved from the heavy demands of being in the workforce, in retirement, we’re in charge of our own lives and futures. There’s no one telling us what to do or how to carry out […]
Planning Your Estate
Documents that are Essential to Planning Your Estate April 23, 2019 Last will and testament – states how you’d like your assets to be distributed and utilized following your death. It also allows you to designate an executor to make sure your assets are distributed in line with your wishes and to allows you to name […]
How to Financially Plan for a Vacation
The warmer seasons are fast approaching as temperatures are beginning to rise and the fresh buds are blooming. The changing season is when many look forward to activities such as spending the weekend on the lake or at a beach, family cookouts, graduations and more importantly…vacations! These times are when we can indulge ourselves by […]
How Much Is In Your Emergency Savings Fund?
Life happens and then you’re hit with an unexpected expense that can leave you thinking “I really wish I saw that one coming.” Many people today are living paycheck to paycheck, but what happens when your car breaks down, your HVAC unit malfunctions, or you experience paying for unforeseen health care costs? Shocking studies reveal […]
Are You Turning One of These Ages in 2019?
If you’re turning one of these ages in 2019, take note of what makes them important. Some ages, such as 65, the age at which you qualify for Medicare, require you to apply before your birthday, so it’s important to pay close attention so you don’t miss an important deadline! Age 50 Once you turn […]
A Realistic New Year’s Resolution
Some New Year’s resolutions are more realistic than others. A realistic goal for everyone is to make a financial calendar for the upcoming year. This should include universal deadlines such as April 15th, and dates particular to you, such as insurance renewal dates, salary raises, and financial reviews. Starting the year off with knowledge of […]
Wrapping Up 2018
While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the year is an important time for retires, and there’s a few things you should wrap up before it […]
Evaluate Your Accounts Before Year-End
Before the year ends, it’s important to take a look back and reflect on 2018. You can look at how your investments changed, review your portfolio and note any changes that happened in the past year that affected you financially. This can be as easy as taking 15 minutes to check-up on your portfolio and […]
Tax Efficient Strategies for Charitable Giving
As the seasons start to change and the holidays approach, we are reminded of how fortunate we are and how much we have to be grateful for. We are also reminded that the season of giving is upon us. But, if you’re retired, you may be worried about where extra income will come from and […]
