How Will You Pay for Long-Term Care in the Future?
Even though you’re a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering.[1] If you have a 70% chance of needing long-term care, you should think about how you would like […]
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How to Change Your Habits
We’ve all heard the saying, “you can’t teach an old dog new tricks,” but is it true? Maybe it is for dogs, but not for people. You can always learn new habits, no matter what age you are. It starts with understanding how the brain works and building on success. You can go from seeing […]
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3 Things About Your Taxes That May Have Changed
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances can end up taking a back seat to decorating and wrapping presents, it’s important to take the time to review […]
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Tips to Survive Thanksgiving 2021
Thanksgiving is a day typically filled with gratitude, joy, and – most importantly – eating! Despite so much change since the pandemic, the act of devouring a great meal for Thanksgiving dinner has remained true through it all. While most of us look forward to sitting down for that illustrious meal, Turkey Day includes so […]
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Estate Planning 101
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Understand the […]
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Is Any of Your Stuff Valuable?
If you’ve lived somewhere for years, you’ve probably accumulated a lot of possessions. Maybe you’re running out of space, or you’re embracing the “spark joy” minimalist movement. Either way, having less clutter in your living space and better organization can help make a world of difference. If you’re looking to declutter, you might look into […]
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What is a Roth Conversion and Should You Do It?
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including a Roth IRA conversion. What is Roth IRA vs. a Traditional […]
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New Activities to Pick Up in Your Retirement
When you finally leave the workforce, there are so many exciting aspects of your life to look forward to. During the shift from the workforce into retirement, you may find yourself with more time on your hands than you had anticipated. If you do find yourself with some extra time to kill, here are a […]
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What the High Social Security COLA Could Mean for Your Retirement Finances
Social Security recipients will see a 5.9% increase in 2022 – the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.[1] While this is good news, it’s important to consider what this high Social Security cost-of-living adjustment (COLA) could mean for your overall retirement […]
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How Will You Want to Receive Long-Term Care?
There is a shift away from providing long-term care services in hospitals and nursing homes to providing care in individuals’ homes. This was happening before the pandemic, but the trend is now accelerating for several reasons. Many nursing homes did not allow visitors for months during the pandemic, understandably leading to many worried families and […]
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