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Retirement

Insurance Retirement

Prepare for Your Medicare Enrollment

Medicare Open Enrollment is approaching! This year’s enrollment period starts on October 15th, so it is about time to start preparing! Here are our 6 tips for Medicare enrollment prep: Understand the enrollment periods The initial enrollment period consists…

Financial Planning Retirement

401(k) Millionaires

What does this mean for your overall retirement strategy? Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.  CNBC reported on findings…

Retirement

2021 Retirement Confidence Survey

A deep dive into workers’ expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or…

Financial Planning Retirement

Understanding Extended Care

The important question: are you prepared? Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for Community Living estimates that by 2060,…

Financial Planning Retirement

The Many Forms of Fixed Income

Looking for yield? Treasuries aren’t your only choice.   You want to draw some income while preserving some of your capital. So, you decide to take a look at fixed-income investments. A little research shows you that 10-year Treasury…

Financial Planning Retirement

Tax Efficiency in Retirement

What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you…

Financial Planning Retirement

The New Inherited IRA Rules

Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited…

Financial Planning Retirement

Changes to Paycheck Protection Program

Information for small business owners to consider. On Monday, Feb. 22, the White House announced several changes to the Paycheck Protection Program (PPP) that went into effect on Wednesday, Feb. 24. These changes are intended to further target “the…