Jul 5, 2023 | Finances, Retirement Planning, Saving Money
Weekly Update – 7/5/23 A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about transitioning into retirement....
Jun 29, 2023 | Insurance, Retirement Planning
When planning for retirement, it’s important to consider having different types of insurance to protect your assets and smooth out the costs of unexpected expenses. Because your income is carefully planned per month and per year, it makes sense to add insurance...
Jun 21, 2023 | Retirement Planning, Social Security
Social Security is not something you should just set and forget. There are many factors that determine the level of benefits you receive. Here’s a checklist of 5 Social Security strategies you should consider when planning for your retirement to maximize your...
Jun 21, 2023 | Retirement Planning, Saving Money, Taxes
Weekly Update – 6/21/23 Annuities can be an excellent addition to your financial and retirement portfolio, but it’s essential to determine whether they’re the right fit for you and your financial goals. Here are some ways to know if annuities are right for...
Jun 15, 2023 | Finances, Insurance, Investing, Long-term Care, Retirement Planning
Preparing and planning for unexpected costs in retirement is an essential step in ensuring financial security and peace of mind. Here is a checklist of steps to take to help you prepare for unexpected costs in retirement: Create a budget for retirement: Before you...
Jun 14, 2023 | Investing, Retirement Planning
Weekly Update – 6/14/23 An annuity is an investment product that is designed to provide a guaranteed income stream for a predetermined period, often for the rest of one’s life. An annuity is typically purchased from an insurance company, and the purchaser makes...
