Category Archives: Blog

Some specifics about the “second act.”    Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.    Up to 85% of a retiree’s Social Security … Continue reading →

For millennials, today is the right time. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize … Continue reading →

Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund … Continue reading →

Back-to-school season can be a great time to consider how you plan to help your children or grandchildren fund their higher education. 529 plans are a popular savings vehicle, and they will likely continue to gain popularity, as under the … Continue reading →

Widows are one of the fastest growing demographic groups in the United States, with 11 million women and growing. The death of a spouse is one of the hardest things a person can go through. Along with all the emotional … Continue reading →

What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a … Continue reading →

Once away from work, your cost of living may rise before it falls.   New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern is legitimate. … Continue reading →

Why seniors choose them, and what prospective annuity holders should consider.    Imagine an income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes), … Continue reading →

Have you ever thought about what would happen to your finances if you lost your spouse prematurely? Most people avoid this topic, and understandably so. We don’t want to dwell on things that cause us emotional distress, but what we … Continue reading →