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Thursday, November 11, 2021

Claiming your Social Security benefits is not a one-size-fits-all process. It’s likely you don’t need us to tell you how complicated it is to navigate the maze that is the Social Security system, but we’re here to...

Wednesday, September 29, 2021

An oft-overlooked yet headache-inducing retirement transition task is planning for healthcare coverage and thus navigating the Medicare system. Medicare offers a variety of enrollment options, which gives you the flexibility to choose...

Wednesday, August 18, 2021

For some, partnering with an advisor is a critical step in the financial planning process. But for others, it’s not easy to trust a stranger with something as sensitive as their finances, and it’s even harder to find an...

Wednesday, August 11, 2021

Many tech-savvy financial gurus post about the financial dos and don’ts online: Don’t run up your credit card, don’t make hasty financial decisions, and stick to a budget. While those are certainly good financial...

Wednesday, July 21, 2021

Chances are you know that a comprehensive estate plan is one of the most important aspects of your wealth management plan. It’s also likely that you have drafted a will or trust and have assembled your investment accounts into a...

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Wednesday, July 21, 2021

Daydreaming about retirement likely brings up a range of emotions: excitement, joy, maybe even anxiety or nervousness. Reaching the milestone of retirement is an amazing accomplishment, but making sure you’re prepared for it can...

Wednesday, March 24, 2021

As most of us probably know, there are two types of IRAs: Traditional and Roth. You may even understand that there are tax differences between the two, and it’s possible you have both of these savings vehicles in your retirement...

Thursday, February 18, 2021

Have you built long-term care costs into your retirement plan? According to the U.S. Department of Health and Human Services, people turning 65 in 2020 have a 70% chance of needing some type of long-term care as they age. (1)Longer...

Friday, October 9, 2020

Your retirement has a timeline, which means that each phase along the way should look different than the last. When we’re early in our working years, our thoughts of retirement usually center around saving as much as possible....

Wednesday, September 9, 2020

As with many people’s career journeys, my entrance into the financial advising field was a mixture of pursuing an interest and walking through open doors. Call it serendipity, if you will. One thing stands out about each step of...