May 26, 2023 | Finances, Retirement Planning
When it comes time to reassess the target allocation of your investment portfolio, you might be wondering where to even start. Follow these basic tips to guide you through the process. 1. What Does “Rebalancing” Mean? Based on your tolerance for risk, your...
May 24, 2023 | Finances, Retirement Planning
Weekly Update – 5/24/23 Come springtime, you might be thinking about doing some spring cleaning, whether it’s cleaning out your garage, throwing out old items, or rearranging your furniture. However, it’s important not to forget to do some spring cleaning on your...
May 11, 2023 | Long-term Care, Retirement Planning, Saving Money
Are you unsure of how much money you will need in retirement? This is a very common concern for Americans as they approach retirement age. Here are some tips on how to begin estimating your needs in the future and how to increase the longevity of your savings....
Apr 26, 2023 | Finances, Retirement Planning, Saving Money, Uncategorized
Weekly Update – 4/26/23 The concept of financial literacy refers to knowing the basics of financial concepts to make smart decisions. Specifically, financial literacy can help prevent costly mistakes that could derail your life plans, prepare you for emergencies, help...
Apr 24, 2023 | Medicaid, Retirement Planning
If you have a loved on on Medicaid, this article will give you some important information on what can happen with their medical expenses after they die. After people on Medicaid die, some states aggressively seek repayment from their estates Having a plan of care can...
Mar 15, 2023 | Retirement Planning, Taxes
Weekly Update – 3/15/23 In retirement, it’s not about receiving as much income as possible. During your working years, it might be, but when you’re the one paying yourself, it’s important not to turn your hard-earned savings into a large pile of income that’s taxed at...
