Before You Claim Social Security
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law
Eldercare Choices in the COVID-19 Era
Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares
The Federal Reserve’s Unprecedented Moves
What they are. How they help. In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small,
Retirement Is a Beginning
See if you are prepared to begin your retirement by answering four key questions. How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your
Debunking Common Retirement Assumptions
Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop
A Retirement Fact Sheet
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the
A 2019 Market Review
Wow, what a ride! Since 2009, the markets have experienced tremendous growth. Many have been surprised that the markets have performed so strongly over the past 10 years. It seems like every other week we
The SECURE Act
Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the