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 […]
Make the Most of Your RMDs
The news of potential government rule changes has brought to light how challenging and confusing Required Minimum Distributions (RMDs) can be for retirees. For some, RMDs are used for everyday living expenses, but according to a study by Allianz Life, 80% of respondents aged 65-75 don’t think that they will need all of their RMDs for […]
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 […]
Thankful for Retirement
We spend a lot of time day dreaming about retirement, but once you finally get there, things might not be as you expected. The transition from full time work to retirement comes as a shock to some people which is why it’s increasingly important to have a lifestyle plan for retirement. Having these plans beforehand […]
Long-Term Care Myths
November is long-term care awareness month. This month it’s especially encouraged for you to start planning for long-term care, or to update your plans according to your lifestyle. If you are in or approaching retirement, long-term care is probably something that is on your mind frequently, because there’s a lot of myths revolving around it. […]
Staying Calm in Unpredictable Markets
There’s no doubt that the markets are unpredictable. Just over 2 months ago officially marked the current period of growth as the longest-lasting bull market in history. A bull market is generally noted as any period of rising stock prices and can be measured as a time in which market values rise at least 20 […]
Expenses That Can Disappear During Retirement
There are plenty of expenses that you’ll have to worry about in retirement. With the cost of healthcare and entertainment, along with travel expenses generally rising in retirement, just to name a few, it can be reassuring to learn that there’s a few areas where you might save some money in retirement. In fact, here’s […]
Medicare Fall Open Enrollment Information
With the Medicare fall open enrollment period officially underway for the next 7 weeks, it’s time to look at what that means for you. Every October we are reminded of the Medicare decisions that we face. Should you keep your coverage? Should you make some changes? If you do decide to make changes, it must […]
Rules of Retirement to Consider
We’ve followed rules our whole lives. Whether it was listening to your teacher when they instructed you to raise your hand before speaking, your parents rule of looking both ways before you cross the street or being taught to stop at a red light when you finally learn how to drive, rules are everywhere. But, […]
Protect Yourself from Social Security Fraud
Recently, the Social Security Administration announced that they are taking action in an attempt to crack down on Social Security fraud. With the biggest Social Security day of the year, October 11, fast approaching, where Social Security beneficiaries find out how much, if any, of a “raise” they are going to get for the year. […]
