Apr 7, 2025 | Healthcare, Retirement Planning, Saving Money
Weekly Update – 4/2/2025 Planning for retirement involves setting financial goals and adjusting them over time. While everyone’s financial situation is different, general savings benchmarks can help assess progress. These retirement savings milestones provide a...
Sep 23, 2024 | Estate Planning, Healthcare, Long-term Care, Taxes
Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a clear path for how their estate will be handled after they pass. Despite its importance, effective estate planning can be a complex and often...
Aug 21, 2024 | Finances, Healthcare, Long-term Care
Effective Strategies for Managing Healthcare Expenses During Your Retirement Years Retirement is often seen as a time to relax and enjoy the fruits of decades of hard work – and it should be! However, this phase of life also brings a significant shift in...
Oct 26, 2023 | Finances, Healthcare, Retirement Planning
Key Considerations for Couples Planning Retirement Together As a financial professional, I often find myself discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement...
Aug 24, 2023 | Healthcare, Insurance, Retirement Planning
Weekly Update – 8/23/23 Proper retirement planning is vital for securing financial well-being during the later stages of life. Among the crucial aspects that are often neglected, healthcare expenses stand out. While healthcare is a necessity for retirees, it can also...
