Browsing Tag

Retirement

Retirement

Retirement Blind Spots

Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about…

Financial Planning Retirement

Helping Your Elders Find Care

Have you noticed Mom or Dad showing signs of decline? Are you worried about your elderly uncle living at home by himself? You’re not alone. Many of us will find ourselves making care decisions for our parents or other…

Financial Planning Retirement

10 Highlights of The Secure 2.0 Act

On December 23, 2022, Congress passed the bill containing the Secure 2.0 Act retirement provisions. This Act will reshape retirement tax incentives for years to come through changing existing retirement account rules and related tax breaks.  Here is a…

Financial Planning

Financial Resolutions for 2023

Many Americans are planning ahead for uncertain times by adopting financial resolutions for the new year. According to a 2023 financial resolutions study by Fidelity, more than half of Americans are considering a financial resolution. About half are ready…

Financial Planning Insurance

3 Financial Steps for New Parents

Hey there new parent! With the excitement of a new baby, it’s easy to overlook some key financial steps to take, like updating beneficiary designations. Here are a few steps you should consider. Update your health insurance policy Unfortunately,…

Financial Planning

Teaching Your Children About Financial Planning

As a parent, one of many responsibilities is to guide your children towards becoming successful contributors to society.  You want to give them all the tools needed to step into adulthood mentally and financially prepared. You want to do…

Retirement

5 Retirement Concerns Too Often Overlooked

Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement…

Financial Planning

Habits That Can Help You Reach Financial Freedom

Set yourself on the right financial path by implementing healthy habits into your life. What is Financial Freedom? Finanical freedom can be defined as the folowing four elements: Having control over your day-to-day, and month-to-month finances Having the ability…

Retirement

Are You Emotionally Ready to Retire?

Even those who have saved millions must prepare for a lifestyle adjustment. Retirement can be surprisingly stressful. You’re trading the familiarity and stimulation of a past  life for an unstructured life of redefinition. Entering retirement not only alters your…