Planning for Long-Term Care: Exploring Your Options and Creating a Plan
Americans are living longer and healthier lives than at any other time in history. Average life expectancy in the US ...
The SECURE Act: What You Need to Know
On December 16, 2019, Congress agreed to a spending bill which included a law called the Setting Every Community Up ...
Pre-tax or Roth 401k Contributions—That is the Question
The decision of whether to make pre-tax or Roth (after-tax) 401k contributions frequently pops up, especially when investors start new ...
Social Security Optimization: What You Should Know
It is no secret that many Americans are ill prepared for retirement (excluding our clients, of course). With the continued ...
SECURE Act: Changes May Be Coming Soon to Retirement Savings
Believe it or not, there is something that Democrats and Republicans in Congress can agree on, and that is the ...
How to Plan for Long-Term Care Costs
Many of us think it won’t happen to us, but the statistics say otherwise. 52% of Americans turning 65 will ...
Converting to a Roth IRA: When Does it Make Sense and What are the Benefits?
When does it make sense to convert a Traditional IRA to a Roth IRA? Most of us are familiar with ...
Naming Account Beneficiaries
Don’t Overlook this Important Planning Opportunity Before she passed away, Jade was diligent in making sure her will was in ...
Thinking About Retiring Early? Pay Attention to These Factors
Sixty-six and two months is the age the Social Security Administration considers full retirement age for those born in 1955. ...
How Much Do You Need For Retirement?
The question of “how much money do I need to save for retirement?” is one of the most common for ...
Reaching Your Long-Term Investment Goals: Get Started with a Roadmap
You are interested in a Long-Term Investment Strategy but not sure where to start. Good! This is for you. Throughout ...
