Latest Articles
Stay informed with insights on retirement, tax strategies, and wealth planning—designed to help you navigate change and build a stronger financial future.
10 Steps to a Happy and Healthy Retirement
After Years of Hard Work, You Should Consider Planning for a Fulfilling Retirement Planning for retirement is a common goal for many individuals during their working years. It involves saving, investing wisely, and aiming for financial stability and comfort in the future. Of course, many retirees find themselves struggling to transition away from the busy working world and to design a new day-to-day lifestyle that feels meaningful. Use the tips below as a guide as…
Financial Considerations Before Buying a Vacation Home
Before You Sign on the Dotted Line, Consider These Important Factors Are you dreaming of the chance to own a vacation home where you can escape whenever you need to relax and recharge? According to the Vacation Home Counties Report from the National Association of Realtors in 2021, vacation home sales rose by 16.4% in 2020. In the continued aftermath of the COVID-19 pandemic, where many more professionals are working from home, there continues to…
5 Reasons Women Should Plan for Long-Term Care
Women Face Many Challenges in Retirement and Planning Ahead is Key to Achieve Financial Independence As healthcare costs continue to rise, it’s becoming increasingly important for American workers to consider including a plan for addressing the costs of long-term care in their overall retirement plans. Failing to do so can pose a significant risk to your financial independence, and it’s particularly critical for women, who already face extra challenges when it comes to living comfortably…
Why Guaranteed Income Can Be a Critical Piece of Your Retirement Plan
Transitioning from earning a paycheck to drawing from your savings can bring both opportunity and uncertainty. As regular employment income stops, many retirees seek consistency…
Comparing Retirement Income Options: Annuities vs. Other Strategies
Planning for income in retirement involves more than just setting aside savings—it requires a thoughtful approach to how those savings will be used. Retirees may…
Transferring Wealth to the Next Generation: Key Estate Planning Considerations
You’ve spent a lifetime building your financial foundation—and now you may be thinking about how to pass that legacy to your loved ones. Whether your…
Risk Management in Retirement Planning: How to Protect Your Assets
Retirement planning is about more than just accumulating savings—it’s about preserving what you’ve built and using it wisely. As you transition into retirement, the risks…
How Fixed Index Annuities Can Fit into Your Retirement Strategy
As you plan for retirement, one priority may be developing income sources that are less dependent on market performance. For individuals looking for a potential…
Roth Conversions: An Option to Consider for Your Retirement Planning
When planning for retirement, managing your future tax liability is just as important as growing your nest egg. One strategy that may support a more…
Market Fluctuations and Retirement: Strategies to Stay on Track
The financial markets are inherently unpredictable. While ups and downs may be routine during your working years, volatility can feel far more concerning once you…
The Impact of Taxes on Your Retirement Income: What to Consider
For many retirees, the transition from working years to retirement marks a shift in how income is earned and taxed. While you may no longer…
