Retirement
Do I Need Long-Term Care Insurance?
Do I Need Long-Term Care Insurance? While our lifespans continue to increase, there is a gap between lifespan and health span. Those who live longer often need more care than those who die younger. And...
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The Basics of Social Security
By 2030, just six years from now, every Baby Boomer will be 65 or older—all 73 million of them. You become eligible to begin receiving Social Security benefits at age 62, so if you’re not...
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The Power of Catch-Up Contributions: Accelerating Retirement Savings After 50
Why consider catch-up contributions? Ask 100 financial advisors how much money you need to retire, and you’ll get 100 different answers. There are so many variables between people; lifestyle, health, location. And there are so...
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The Secure Act 2.0 and Its Impact on Your Retirement
The Secure Act 2.0 and Its Impact on Your Retirement With the clock ticking fast on 2022, President Biden signed the omnibus spending bill into law on December 29, 2022. Part of that bill includes...
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Stuck in the Middle: The Sandwich Generation
Stuck in the Middle: The Sandwich Generation Parenting children of all ages has its challenges, but research shows that children aged 12 to 14 are the most difficult. Unfortunately for some parents, this difficult age...
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Are Qualified Charitable Distributions Right for You?
Are Qualified Charitable Distributions Right for You? It’s always great when you find a tool that can do two jobs at once. Do you want to save on taxes? Is charitable giving one of your...
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How to Maximize Your Impact with a Donor-Advised Fund
Many of us have causes that we care about and charities that we want to support. And it’s been found that making charitable donations, be they donation of your money or your time, makes us...
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Retire Early with the Rule of 55
The IRS has a lot of rules, as anyone who has ever tried to do their own taxes knows! And most of those rules are annoying and cost us money. But there is one IRS...
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A Guide to Retirement Planning
A Guide to Retirement Planning Retirement is a far-off concept, something that is decades away. Until it isn’t. Retirement isn’t something you want to let sneak up on you. And while many people plan...
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