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Managing Income Taxes in Retirement
July 2, 2018

When you retire, many aspects of your life will change. But as the saying goes, nothing is certain except death and taxes… So for most of us, taxes will always be a part of life, no matter what we do. However, that doesn’t mean you must resign yourself to a…

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5 Tax Breaks That Help You Prepare for Retirement
June 10, 2018

Retirement planning isn’t the easiest thing for most people, so it’s no surprise that we begin to worry after age 50 or so. You might fear that you aren’t saving enough, or that your budget won’t be reasonable once you reach retirement. Those are legitimate concerns (and we can help…

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The Surprising Reasons Many People Won’t Retire
June 4, 2018

Most of us hope to retire someday, and for many that step will be more of a necessity. So you might be surprised to learn that 42 percent of all American workers will retire without any savings. Obviously, we hope that you are not a part of that 42 percent!…

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A Brief Guide to Life Insurance
May 14, 2018

These days, most people understand the importance of life insurance. Even if you’re unmarried and have zero dependents, you still need at least a basic policy to cover final expenses. Of course, most of us do get married and have children at some point, and at that point our life…

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Filing for Social Security is a Very Important Decision
May 7, 2018

Social Security will comprise a significant part of most retirement plans. Most pre-retirees tend to focus on benefit amounts, as in how much can I expect to receive from Social Security? We know, of course, that this figure is determined by your work history and earnings. But it is also…

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The Fed Raised Interest Rates: Now What?
April 9, 2018

By now, you have probably heard the news that the Federal Reserve announced a rate hike in March. They made the decision to increase the benchmark rate by 25 basis points (or 1.5 to 1.75 percent), because, “the labor market has continued to strengthen and that economic activity has been…

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What are the Benefits of an Annuity?
April 2, 2018

  We always say that there is no single retirement planning solution that works for everyone. Each client is unique, and their decisions regarding retirement will depend upon many different factors which vary from one person to the next. However, there are certainly things we must all consider when planning…

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Life Insurance is More Affordable Than You Think
March 12, 2018

If asked what would happen to your loved ones in the event of your untimely death, you would probably concede that life insurance would be an invaluable resource to protect them. Few people debate this point, but many are convinced that they probably can’t afford the life insurance policy they…

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5 Things Retirees Need to Know About Income Taxes
March 6, 2018

Once you retire, many parts of your life will change. Hopefully, all of these changes are for the better! But we have discovered a few things that tend to take retirees by surprise, particularly with regard to income taxes. So keep these things in mind as you transition into retirement…

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4 Considerations When Shopping for Long Term Care Insurance
February 12, 2018

A person turning 65 years old today stands about a 70 percent chance of needing long-term care at some point in their lifetime*. Twenty percent of people will need nursing care for longer than five years*. With the cost of nursing homes or home health aides rising each year, this…

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